Signature Wealth Management Partners’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Signature Wealth Management Partners’s Portfolio FHEQ Stock Details FHEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$884K	Buy	26,857 +6,327	+31%	+$204K	0.41%	47
2026 Q1	$604K	Buy	20,530 +12,567	+158%	+$385K	0.3%	65
2025 Q4	$246K	Buy	+7,963	New	+$245K	0.12%	104

Other funds holding FHEQ

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Signature Wealth Management Partners's FHEQ Position: Q2 2026 in Review

Signature Wealth Management Partners increased its Fidelity Hedged Equity ETF (FHEQ) stake by 31% in Q2 2026, buying an estimated $204K and bringing the position to 26,857 shares worth $884K. The position accounts for 0.41% of the portfolio, ranked #47.

Signature Wealth Management Partners first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

Signature Wealth Management Partners held 26,857 shares of Fidelity Hedged Equity ETF worth $884K as of Q2 2026.
Signature Wealth Management Partners bought 6,327 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $204K.
Fidelity Hedged Equity ETF made up 0.41% of Signature Wealth Management Partners's portfolio in Q2 2026, its #47 holding.
Signature Wealth Management Partners first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
37 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.