PA
HECA

Persium Advisors’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Persium Advisors’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 		$1.57M Buy
+57,600
New +$1.59M 1.03% 10

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

Persium Advisors's HECA Position: Q2 2026 in Review

Persium Advisors opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q2 2026: 57,600 shares worth $1.57M. The stake represents 1.03% of the portfolio and ranks #10 among its holdings.

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

  • Persium Advisors held 57,600 shares of Hedgeye Capital Allocation ETF worth $1.57M as of Q2 2026.
  • Hedgeye Capital Allocation ETF was a new Persium Advisors position in Q2 2026.
  • Hedgeye Capital Allocation ETF made up 1.03% of Persium Advisors's portfolio in Q2 2026, its #10 holding.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.