SSWM
PHEQ

Sheets Smith Wealth Management’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Sheets Smith Wealth Management’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 		$1.89M Sell
54,623
-240
-0.4% -$8.13K 0.19% 114
2026
Q1 		$1.75M Sell
54,863
-871
-2% -$28.3K 0.2% 115
2025
Q4 		$1.82M Buy
55,734
+516
+0.9% +$16.7K 0.2% 110
2025
Q3 		$1.77M Buy
+55,218
New +$1.73M 0.2% 109