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

Spire Wealth Management’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 		$790 Hold
24
– – ﹤0.01% 2164
2026
Q1 		$706 Buy
+24
New +$735 ﹤0.01% 2195

Other funds holding FHEQ

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Spire Wealth Management's FHEQ Position: Q2 2026 in Review

Spire Wealth Management held its Fidelity Hedged Equity ETF (FHEQ) position steady in Q2 2026 at 24 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Spire Wealth Management first reported a position in FHEQ in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Spire Wealth Management held 24 shares of Fidelity Hedged Equity ETF worth $790 as of Q2 2026.
  • Spire Wealth Management left its Fidelity Hedged Equity ETF share count unchanged in Q2 2026.
  • Fidelity Hedged Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2164 holding.
  • Spire Wealth Management first reported a position in Fidelity Hedged Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.