RIA
HEFT

Realta Investment Advisors’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Realta Investment Advisors’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 		$17.6K Buy
665
+165
+33% +$4.37K 0.01% 298
2026
Q1 		$13.3K Buy
+500
New +$13.5K ﹤0.01% 292

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
SGC
Slocum, Gordon & Co Newport, Rhode Island $151M AUM 26.83% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Realta Investment Advisors's HEFT Position: Q2 2026 in Review

Realta Investment Advisors increased its Hedgeye Fourth Turning ETF (HEFT) stake by 33% in Q2 2026, buying an estimated $4.37K and bringing the position to 665 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #298.

Realta Investment Advisors first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • Realta Investment Advisors held 665 shares of Hedgeye Fourth Turning ETF worth $17.6K as of Q2 2026.
  • Realta Investment Advisors bought 165 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $4.37K.
  • Hedgeye Fourth Turning ETF made up 0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #298 holding.
  • Realta Investment Advisors first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.