JWCA
BEAT icon

J.W. Cole Advisors’s Heartbeam BEAT Stock Holding History

J.W. Cole Advisors’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.25K Buy
+11,000
New +$9.83K ﹤0.01% 1590

Other funds holding BEAT

DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

J.W. Cole Advisors's BEAT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Heartbeam (BEAT) in Q2 2026: 11,000 shares worth $8.25K. The stake represents ﹤0.01% of the portfolio and ranks #1590 among its holdings.

4 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • J.W. Cole Advisors held 11,000 shares of Heartbeam worth $8.25K as of Q2 2026.
  • Heartbeam was a new J.W. Cole Advisors position in Q2 2026.
  • Heartbeam made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1590 holding.
  • 4 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.