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Summit Wealth Partners’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Summit Wealth Partners’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 		$1.92M Buy
58,449
+42,190
+259% +$1.36M 0.27% 69
2026
Q1 		$478K Buy
16,259
+3,259
+25% +$99.8K 0.08% 168
2025
Q4 		$402K Buy
+13,000
New +$401K 0.07% 142

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Wealth Partners's FHEQ Position: Q2 2026 in Review

Summit Wealth Partners increased its Fidelity Hedged Equity ETF (FHEQ) stake by 259% in Q2 2026, buying an estimated $1.36M and bringing the position to 58,449 shares worth $1.92M. The position accounts for 0.27% of the portfolio, ranked #69.

Summit Wealth Partners first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Summit Wealth Partners held 58,449 shares of Fidelity Hedged Equity ETF worth $1.92M as of Q2 2026.
  • Summit Wealth Partners bought 42,190 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $1.36M.
  • Fidelity Hedged Equity ETF made up 0.27% of Summit Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Summit Wealth Partners first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.