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Holos Integrated Wealth’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Holos Integrated Wealth’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.51K Hold
76
– – ﹤0.01% 334
2026
Q1 		$2.25K Buy
+76
New +$2.33K ﹤0.01% 342

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Holos Integrated Wealth's FHEQ Position: Q2 2026 in Review

Holos Integrated Wealth held its Fidelity Hedged Equity ETF (FHEQ) position steady in Q2 2026 at 76 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Holos Integrated Wealth first reported a position in FHEQ in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Holos Integrated Wealth held 76 shares of Fidelity Hedged Equity ETF worth $2.51K as of Q2 2026.
  • Holos Integrated Wealth left its Fidelity Hedged Equity ETF share count unchanged in Q2 2026.
  • Fidelity Hedged Equity ETF made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #334 holding.
  • Holos Integrated Wealth first reported a position in Fidelity Hedged Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.