Truist Financial
HECA

Truist Financial’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Truist Financial’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
Q2 		$1.67M Sell
61,204
-578,223
-90% -$15.9M ﹤0.01% 1484
2026
Q1 		$18.5M Buy
+639,427
New +$18.9M 0.02% 429

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 $1.12B AUM
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Truist Financial's HECA Position: Q2 2026 in Review

Truist Financial reduced its Hedgeye Capital Allocation ETF (HECA) stake by 90% in Q2 2026, selling an estimated $15.9M and leaving 61,204 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Truist Financial first reported a position in HECA in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.5M in Q1 2026. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Truist Financial held 61,204 shares of Hedgeye Capital Allocation ETF worth $1.67M as of Q2 2026.
  • Truist Financial sold 578,223 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $15.9M.
  • Hedgeye Capital Allocation ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1484 holding.
  • Truist Financial first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • Truist Financial's Hedgeye Capital Allocation ETF position peaked at $18.5M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.