KSWA
HECA

Kathleen S. Wright Associates’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Kathleen S. Wright Associates’s Portfolio HECA Stock Details HECA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$38.1K Buy
+1,396
New +$35.8K 0.01% 159

Other funds holding HECA

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MSWM
Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $65.5M AUM 30.04% 1-Year Est. Return

Kathleen S. Wright Associates's HECA Position: Q3 2025 in Review

Kathleen S. Wright Associates opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q3 2025: 1,396 shares worth $38.1K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings.

7 funds tracked by Wall St. Rank hold HECA as of Q3 2025.

  • Kathleen S. Wright Associates held 1,396 shares of Hedgeye Capital Allocation ETF worth $38.1K as of Q3 2025.
  • Hedgeye Capital Allocation ETF was a new Kathleen S. Wright Associates position in Q3 2025.
  • Hedgeye Capital Allocation ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #159 holding.
  • 7 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.