Savvy Advisors Inc’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Savvy Advisors Inc’s Portfolio PHEQ Stock Details PHEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$786K	Buy	22,741 +207	+0.9%	+$7.01K	0.02%	610
2026 Q1	$720K	Buy	22,534 +972	+5%	+$31.6K	0.02%	534
2025 Q4	$702K	Buy	21,562 +9	+0%	+$291	0.02%	454
2025 Q3	$690K	Hold	21,553	–	–	0.03%	346
2025 Q2	$661K	Buy	21,553 +1,895	+10%	+$55.1K	0.04%	296
2025 Q1	$562K	Buy	19,658 +5,848	+42%	+$173K	0.06%	269
2024 Q4	$407K	Buy	13,810 +823	+6%	+$24.1K	0.05%	280
2024 Q3	$373K	Buy	12,987 +5,083	+64%	+$143K	0.08%	220
2024 Q2	$220K	Buy	+7,904	New	+$216K	0.07%	278

Other funds holding PHEQ

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Savvy Advisors Inc's PHEQ Position: Q2 2026 in Review

Savvy Advisors Inc increased its Parametric Hedged Equity ETF (PHEQ) stake by 0.92% in Q2 2026, buying an estimated $7.01K and bringing the position to 22,741 shares worth $786K. The position accounts for 0.02% of the portfolio, ranked #610.

Savvy Advisors Inc first reported a position in PHEQ in Q2 2024 and has held it in 9 quarters since. 5 funds tracked by Wall St. Rank hold PHEQ as of Q2 2026.

Savvy Advisors Inc held 22,741 shares of Parametric Hedged Equity ETF worth $786K as of Q2 2026.
Savvy Advisors Inc bought 207 Parametric Hedged Equity ETF shares in Q2 2026, an estimated $7.01K.
Parametric Hedged Equity ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #610 holding.
Savvy Advisors Inc first reported a position in Parametric Hedged Equity ETF in Q2 2024 and has held it in 9 quarters since.
5 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

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