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Prime Capital Investment Advisors’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Prime Capital Investment Advisors’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.97M Buy
150,778
+29,295
+24% +$946K 0.05% 235
2026
Q1 		$3.57M Buy
121,483
+37,721
+45% +$1.15M 0.04% 267
2025
Q4 		$2.59M Buy
+83,762
New +$2.58M 0.03% 307

Other funds holding FHEQ

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Prime Capital Investment Advisors's FHEQ Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Fidelity Hedged Equity ETF (FHEQ) stake by 24% in Q2 2026, buying an estimated $946K and bringing the position to 150,778 shares worth $4.97M. The position accounts for 0.05% of the portfolio, ranked #235.

Prime Capital Investment Advisors first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Prime Capital Investment Advisors held 150,778 shares of Fidelity Hedged Equity ETF worth $4.97M as of Q2 2026.
  • Prime Capital Investment Advisors bought 29,295 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $946K.
  • Fidelity Hedged Equity ETF made up 0.05% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #235 holding.
  • Prime Capital Investment Advisors first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.