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

WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 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. 7 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.
  • 7 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.