IIM
FHEQ icon

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

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

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. 60 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.
  • 60 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.