SGC
HEFT

Slocum, Gordon & Co’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Slocum, Gordon & Co’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 		$239K Sell
9,016
-520
-5% -$13.8K 0.16% 60
2026
Q1 		$254K Buy
+9,536
New +$257K 0.17% 53

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Slocum, Gordon & Co's HEFT Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its Hedgeye Fourth Turning ETF (HEFT) stake by 5.5% in Q2 2026, selling an estimated $13.8K and leaving 9,016 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #60.

Slocum, Gordon & Co first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $254K in Q1 2026. 8 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • Slocum, Gordon & Co held 9,016 shares of Hedgeye Fourth Turning ETF worth $239K as of Q2 2026.
  • Slocum, Gordon & Co sold 520 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $13.8K.
  • Hedgeye Fourth Turning ETF made up 0.16% of Slocum, Gordon & Co's portfolio in Q2 2026, its #60 holding.
  • Slocum, Gordon & Co first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • Slocum, Gordon & Co's Hedgeye Fourth Turning ETF position peaked at $254K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.