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
Q2 		$374K Sell
14,089
-738
-5% -$19.5K ﹤0.01% 1998
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

&Partners's HEFT Position: Q2 2026 in Review

&Partners reduced its Hedgeye Fourth Turning ETF (HEFT) stake by 5% in Q2 2026, selling an estimated $19.5K and leaving 14,089 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

&Partners first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $395K in Q1 2026. 24 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • &Partners held 14,089 shares of Hedgeye Fourth Turning ETF worth $374K as of Q2 2026.
  • &Partners sold 738 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $19.5K.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1998 holding.
  • &Partners first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • &Partners's Hedgeye Fourth Turning ETF position peaked at $395K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

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