ZIM
HECA

Zacks Investment Management’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Zacks Investment Management’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
-9,463
Closed -$273K – 831
2026
Q1 		$273K Buy
+9,463
New +$279K ﹤0.01% 602

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

Zacks Investment Management's HECA Position: Q2 2026 in Review

Zacks Investment Management sold out of Hedgeye Capital Allocation ETF (HECA) in Q2 2026, closing a stake of 9,463 shares — an estimated $273K sold.

Zacks Investment Management first reported a position in HECA in Q1 2026 and held it in 1 quarter. The position peaked at $273K in Q1 2026. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Zacks Investment Management reported no remaining Hedgeye Capital Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Zacks Investment Management sold 9,463 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $273K.
  • Zacks Investment Management first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and held it in 1 quarter.
  • Zacks Investment Management's Hedgeye Capital Allocation ETF position peaked at $273K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.