IFG
FHEQ icon

Independent Financial Group’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Independent Financial Group’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 		– Sell
-21,953
Closed -$646K – 1639
2026
Q1 		$646K Buy
+21,953
New +$672K 0.01% 806

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

Independent Financial Group's FHEQ Position: Q2 2026 in Review

Independent Financial Group sold out of Fidelity Hedged Equity ETF (FHEQ) in Q2 2026, closing a stake of 21,953 shares — an estimated $646K sold.

Independent Financial Group first reported a position in FHEQ in Q1 2026 and held it in 1 quarter. The position peaked at $646K in Q1 2026. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Independent Financial Group reported no remaining Fidelity Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 21,953 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $646K.
  • Independent Financial Group first reported a position in Fidelity Hedged Equity ETF in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's Fidelity Hedged Equity ETF position peaked at $646K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.