P
HEFT

&Partners’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

&Partners’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 		$395K Buy
+14,827
New +$399K ﹤0.01% 1825

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
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
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SGC
Slocum, Gordon & Co Newport, Rhode Island $151M AUM 26.83% 1-Year Est. Return

&Partners's HEFT Position: Q1 2026 in Review

&Partners opened a new position in Hedgeye Fourth Turning ETF (HEFT) in Q1 2026: 14,827 shares worth $395K. The stake represents ﹤0.01% of the portfolio and ranks #1825 among its holdings.

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

  • &Partners held 14,827 shares of Hedgeye Fourth Turning ETF worth $395K as of Q1 2026.
  • Hedgeye Fourth Turning ETF was a new &Partners position in Q1 2026.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1825 holding.
  • 18 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.