PTC
HECA

Private Trust Company’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Private Trust Company’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 		$389K Buy
+14,231
New +$392K 0.03% 571

Other funds holding HECA

WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Private Trust Company's HECA Position: Q2 2026 in Review

Private Trust Company opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q2 2026: 14,231 shares worth $389K. The stake represents 0.03% of the portfolio and ranks #571 among its holdings.

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

  • Private Trust Company held 14,231 shares of Hedgeye Capital Allocation ETF worth $389K as of Q2 2026.
  • Hedgeye Capital Allocation ETF was a new Private Trust Company position in Q2 2026.
  • Hedgeye Capital Allocation ETF made up 0.03% of Private Trust Company's portfolio in Q2 2026, its #571 holding.
  • 9 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.