Meridian Wealth Management’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Meridian Wealth Management’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
2026 Q2	$852K	Buy	+31,195	New	+$860K	0.03%	417

Other funds holding HECA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Meridian Wealth Management's HECA Position: Q2 2026 in Review

Meridian Wealth Management opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q2 2026: 31,195 shares worth $852K. The stake represents 0.03% of the portfolio and ranks #417 among its holdings.

47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

Meridian Wealth Management held 31,195 shares of Hedgeye Capital Allocation ETF worth $852K as of Q2 2026.
Hedgeye Capital Allocation ETF was a new Meridian Wealth Management position in Q2 2026.
Hedgeye Capital Allocation ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #417 holding.
47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.