Larson Financial Group’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-332
Closed -$9.6K – 3971
2026
Q1
$9.6K Buy
+332
New +$9.8K ﹤0.01% 2280

Other funds holding HECA

Larson Financial Group's HECA Position: Q2 2026 in Review

Larson Financial Group sold out of Hedgeye Capital Allocation ETF (HECA) in Q2 2026, closing a stake of 332 shares — an estimated $9.6K sold.

Larson Financial Group first reported a position in HECA in Q1 2026 and held it in 1 quarter. The position peaked at $9.6K in Q1 2026. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Larson Financial Group reported no remaining Hedgeye Capital Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 332 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $9.6K.
  • Larson Financial Group first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and held it in 1 quarter.
  • Larson Financial Group's Hedgeye Capital Allocation ETF position peaked at $9.6K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.