OneDigital Investment Advisors’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

OneDigital Investment Advisors’s Portfolio HEFT Stock Details HEFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$248K	Buy	+9,313	New	+$251K	﹤0.01%	1285

Other funds holding HEFT

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

WFA

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

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

OneDigital Investment Advisors's HEFT Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in Hedgeye Fourth Turning ETF (HEFT) in Q1 2026: 9,313 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings.

18 funds tracked by Wall St. Rank hold HEFT as of Q1 2026.

OneDigital Investment Advisors held 9,313 shares of Hedgeye Fourth Turning ETF worth $248K as of Q1 2026.
Hedgeye Fourth Turning ETF was a new OneDigital Investment Advisors position in Q1 2026.
Hedgeye Fourth Turning ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1285 holding.
18 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.