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InTrack Investment Management’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

InTrack Investment Management’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 		$1.94M Sell
58,874
-9,084
-13% -$293K 0.96% 32
2026
Q1 		$2M Sell
67,958
-688
-1% -$21.1K 1.14% 29
2025
Q4 		$2.12M Sell
68,646
-22,489
-25% -$693K 1.19% 28
2025
Q3 		$2.8M Buy
91,135
+27,835
+44% +$824K 1.67% 16
2025
Q2 		$1.82M Buy
+63,300
New +$1.72M 1.23% 30

Other funds holding FHEQ

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 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
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

InTrack Investment Management's FHEQ Position: Q2 2026 in Review

InTrack Investment Management reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 13% in Q2 2026, selling an estimated $293K and leaving 58,874 shares worth $1.94M. The position accounts for 0.96% of the portfolio, ranked #32.

InTrack Investment Management first reported a position in FHEQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.8M in Q3 2025. 14 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • InTrack Investment Management held 58,874 shares of Fidelity Hedged Equity ETF worth $1.94M as of Q2 2026.
  • InTrack Investment Management sold 9,084 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $293K.
  • Fidelity Hedged Equity ETF made up 0.96% of InTrack Investment Management's portfolio in Q2 2026, its #32 holding.
  • InTrack Investment Management first reported a position in Fidelity Hedged Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • InTrack Investment Management's Fidelity Hedged Equity ETF position peaked at $2.8M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.