SWA
HECA

Stratos Wealth Advisors’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Stratos Wealth Advisors’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 		$259K Buy
8,969
+434
+5% +$12.8K 0.02% 516
2025
Q4 		$236K Buy
+8,535
New +$241K 0.01% 589

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $265M AUM 26.03% 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 $360M AUM 19.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Stratos Wealth Advisors's HECA Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Hedgeye Capital Allocation ETF (HECA) stake by 5.1% in Q1 2026, buying an estimated $12.8K and bringing the position to 8,969 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #516.

Stratos Wealth Advisors first reported a position in HECA in Q4 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold HECA as of Q1 2026.

  • Stratos Wealth Advisors held 8,969 shares of Hedgeye Capital Allocation ETF worth $259K as of Q1 2026.
  • Stratos Wealth Advisors bought 434 Hedgeye Capital Allocation ETF shares in Q1 2026, an estimated $12.8K.
  • Hedgeye Capital Allocation ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #516 holding.
  • Stratos Wealth Advisors first reported a position in Hedgeye Capital Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.