WA
HECA

WESPAC Advisors’s Hedgeye Capital Allocation ETF HECA Stock Holding History

WESPAC Advisors’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
-98,477
Closed -$2.84M – 235
2026
Q1 		$2.84M Buy
98,477
+23,317
+31% +$688K 1.56% 12
2025
Q4 		$2.08M Buy
+75,160
New +$2.12M 1.13% 22

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
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 $103B AUM 28.65% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
BCWM
Ball & Co Wealth Management Franklin, Tennessee $141M AUM 21.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WESPAC Advisors's HECA Position: Q2 2026 in Review

WESPAC Advisors sold out of Hedgeye Capital Allocation ETF (HECA) in Q2 2026, closing a stake of 98,477 shares — an estimated $2.84M sold.

WESPAC Advisors first reported a position in HECA in Q4 2025 and held it in 2 quarters. The position peaked at $2.84M in Q1 2026. 27 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • WESPAC Advisors reported no remaining Hedgeye Capital Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • WESPAC Advisors sold 98,477 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $2.84M.
  • WESPAC Advisors first reported a position in Hedgeye Capital Allocation ETF in Q4 2025 and held it in 2 quarters.
  • WESPAC Advisors's Hedgeye Capital Allocation ETF position peaked at $2.84M in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.