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FHEQ icon

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

SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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. 16 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.
  • 16 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.