Wealth Enhancement Advisory Services
HECA

Wealth Enhancement Advisory Services’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-29,824
Closed -$854K – 4262
2026
Q1 		$854K Sell
29,824
-3,123
-9% -$92.2K ﹤0.01% 1916
2025
Q4 		$936K Buy
+32,947
New +$929K ﹤0.01% 2005

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

Wealth Enhancement Advisory Services's HECA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Hedgeye Capital Allocation ETF (HECA) in Q2 2026, closing a stake of 29,824 shares — an estimated $854K sold.

Wealth Enhancement Advisory Services first reported a position in HECA in Q4 2025 and held it in 2 quarters. The position peaked at $936K in Q4 2025. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Hedgeye Capital Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 29,824 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $854K.
  • Wealth Enhancement Advisory Services first reported a position in Hedgeye Capital Allocation ETF in Q4 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Hedgeye Capital Allocation ETF position peaked at $936K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.