Truist Financial
HEFT

Truist Financial’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Truist Financial’s Portfolio HEFT Stock Details HEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Sell
74,203
-222,914
-75% -$5.9M ﹤0.01% 1396
2026
Q1 		$7.94M Buy
+297,117
New +$8M 0.01% 677

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Truist Financial's HEFT Position: Q2 2026 in Review

Truist Financial reduced its Hedgeye Fourth Turning ETF (HEFT) stake by 75% in Q2 2026, selling an estimated $5.9M and leaving 74,203 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Truist Financial first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.94M in Q1 2026. 24 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • Truist Financial held 74,203 shares of Hedgeye Fourth Turning ETF worth $1.97M as of Q2 2026.
  • Truist Financial sold 222,914 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $5.9M.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1396 holding.
  • Truist Financial first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • Truist Financial's Hedgeye Fourth Turning ETF position peaked at $7.94M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

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