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Hedgeye Fourth Turning Etf shares owned by Essex Financial Services

Quarter-by-quarter ownership of Hedgeye Fourth Turning Etf (HEFT) shares owned by Essex Financial Services from 13F filings

Historical chart of Essex Financial Services investment in Hedgeye Fourth Turning Etf

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All positions including Hedgeye Fourth Turning Etf held by Essex Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hedgeye Fourth Turning Etf by Essex Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 41k 26.62

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Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
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Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Texas Pacific Land Corp (TPL)
Eli Lilly & Co. (LLY)

View all positions for Essex Financial Services

Top funds holding Hedgeye Fourth Turning Etf

Reuter James Wealth Management
Branch Banking & Trust Company
HighTower Advisors
Envestnet Asset Management
Essex Financial Services
WMG Financial Advisors
Crown Wealth Group
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Slocum, Gordon & Co
Resources Investment Advisors
Bank Of Montreal
Game Plan Financial Advisors
Coastal Investment Advisors
Highline Wealth Partners

View all funds holding Hedgeye Fourth Turning Etf