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 Q3	$372K	Sell	15,700 -100	-0.6%	-$2.42K	﹤0.01%	3014
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 Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors's HELS Position: Q3 2026 in Review

HighTower Advisors reduced its Hedgeye 130/30 Equity ETF (HELS) stake by 0.63% in Q3 2026, selling an estimated $2.42K and leaving 15,700 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

HighTower Advisors first reported a position in HELS in Q1 2026 and has held it in 3 quarters since. The position peaked at $396K in Q2 2026. 5 funds tracked by Wall St. Rank hold HELS as of Q3 2026.

HighTower Advisors held 15,700 shares of Hedgeye 130/30 Equity ETF worth $372K as of Q3 2026.
HighTower Advisors sold 100 Hedgeye 130/30 Equity ETF shares in Q3 2026, an estimated $2.42K.
Hedgeye 130/30 Equity ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #3014 holding.
HighTower Advisors first reported a position in Hedgeye 130/30 Equity ETF in Q1 2026 and has held it in 3 quarters since.
HighTower Advisors's Hedgeye 130/30 Equity ETF position peaked at $396K in Q2 2026.
5 funds tracked by Wall St. Rank held Hedgeye 130/30 Equity ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.