SAMC
HECA

Spectrum Asset Management (California)’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Spectrum Asset Management (California)’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
Q1 		$10M Buy
346,494
+168,970
+95% +$4.99M 3.18% 8
2025
Q4 		$4.91M Buy
+177,524
New +$5.01M 1.64% 20

Other funds holding HECA

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WAM
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Truist Financial
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HighTower Advisors
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WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $122M AUM 28.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return