UBS Group
HEFT

UBS Group’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

UBS Group’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 		$31K Buy
+1,170
New +$31K ﹤0.01% 7864

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

UBS Group's HEFT Position: Q2 2026 in Review

UBS Group opened a new position in Hedgeye Fourth Turning ETF (HEFT) in Q2 2026: 1,170 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #7864 among its holdings.

24 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • UBS Group held 1,170 shares of Hedgeye Fourth Turning ETF worth $31K as of Q2 2026.
  • Hedgeye Fourth Turning ETF was a new UBS Group position in Q2 2026.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7864 holding.
  • 24 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.