SPC
HECA

Sigma Planning Corp’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Sigma Planning Corp’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 		$581K Buy
21,265
+13,525
+175% +$373K 0.01% 846
2026
Q1 		$223K Buy
+7,740
New +$228K 0.01% 1187

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Sigma Planning Corp's HECA Position: Q2 2026 in Review

Sigma Planning Corp increased its Hedgeye Capital Allocation ETF (HECA) stake by 175% in Q2 2026, buying an estimated $373K and bringing the position to 21,265 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #846.

Sigma Planning Corp first reported a position in HECA in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Sigma Planning Corp held 21,265 shares of Hedgeye Capital Allocation ETF worth $581K as of Q2 2026.
  • Sigma Planning Corp bought 13,525 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $373K.
  • Hedgeye Capital Allocation ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #846 holding.
  • Sigma Planning Corp first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.