P
HECA

&Partners’s Hedgeye Capital Allocation ETF HECA Stock Holding History

&Partners’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 		$302K Sell
11,047
-15,338
-58% -$423K ﹤0.01% 2130
2026
Q1 		$762K Buy
+26,385
New +$779K ﹤0.01% 1457

Other funds holding HECA

Cambridge Investment Research Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

&Partners's HECA Position: Q2 2026 in Review

&Partners reduced its Hedgeye Capital Allocation ETF (HECA) stake by 58% in Q2 2026, selling an estimated $423K and leaving 11,047 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

&Partners first reported a position in HECA in Q1 2026 and has held it in 2 quarters since. The position peaked at $762K in Q1 2026. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • &Partners held 11,047 shares of Hedgeye Capital Allocation ETF worth $302K as of Q2 2026.
  • &Partners sold 15,338 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $423K.
  • Hedgeye Capital Allocation ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2130 holding.
  • &Partners first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • &Partners's Hedgeye Capital Allocation ETF position peaked at $762K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.