SPIA
HECA

Steward Partners Investment Advisory’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Steward Partners Investment Advisory’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 		$57.7K Buy
+2,000
New +$59K ﹤0.01% 2710

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 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 $179M AUM 31.17% 1-Year Est. Return

Steward Partners Investment Advisory's HECA Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q1 2026: 2,000 shares worth $57.7K. The stake represents ﹤0.01% of the portfolio and ranks #2710 among its holdings.

55 funds tracked by Wall St. Rank hold HECA as of Q1 2026.

  • Steward Partners Investment Advisory held 2,000 shares of Hedgeye Capital Allocation ETF worth $57.7K as of Q1 2026.
  • Hedgeye Capital Allocation ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • Hedgeye Capital Allocation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2710 holding.
  • 55 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.