HighTower Advisors’s Hedgeye 130/30 Equity ETF HELS Stock Holding History

HighTower Advisors’s Portfolio HELS Stock Details HELS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$396K	Sell	15,800 -600	-4%	-$14.4K	﹤0.01%	2953
2026 Q1	$387K	Buy	+16,400	New	+$410K	﹤0.01%	2942

Other funds holding HELS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GPFA

Game Plan Financial Advisors Westlake, Ohio $269M AUM 28.74% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

HighTower Advisors's HELS Position: Q2 2026 in Review

HighTower Advisors reduced its Hedgeye 130/30 Equity ETF (HELS) stake by 3.7% in Q2 2026, selling an estimated $14.4K and leaving 15,800 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

HighTower Advisors first reported a position in HELS in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold HELS as of Q2 2026.

HighTower Advisors held 15,800 shares of Hedgeye 130/30 Equity ETF worth $396K as of Q2 2026.
HighTower Advisors sold 600 Hedgeye 130/30 Equity ETF shares in Q2 2026, an estimated $14.4K.
Hedgeye 130/30 Equity ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2953 holding.
HighTower Advisors first reported a position in Hedgeye 130/30 Equity ETF in Q1 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Hedgeye 130/30 Equity ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.