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Hedgeye 130/30 Equity ETF

HELS Real Time Price USD
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...
Overview
Financials
Forecast
Insiders
Institutions
Compensation
Government
Ownership
News
Income
Balance Sheet
Cash Flow
Revenue Breakdown

Recent trades of HELS by members of U.S. Congress

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No Congress Trading data for this ticker

Congress Trading Dashboard
HELS Stock Insider Trading Activity Follow @QuiverQuant for major insider updates

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Closing Price
Purchase
Sale
Name
Type
Shares
Price
Shares Held
Date
Reported
HELS Stock Institutional Owners
Investor
Shares
Change in Shares
Market Value
Date
Reported
HELS Derivatives Institutional Owners
Investor
Type
Shares
Change in Shares
Market Value
Date
Reported

Recently reported changes in HELS holdings by institutional investors

Quarterly net insider trading by HELS's directors and management

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No recent Insider Trading for this ticker

Insider Trading Dashboard

* Insider trading data parsed from SEC Form 4 filings by Quiver Quantitative. Sign up for the Quiver API for real-time access.

About

Backtest Start Date
CAGR (Total)
Return (30d)
Return (1Y)
  • 1M
  • 3M
  • 6M
  • YTD
  • 1Y
  • 2Y
  • 5Y
  • MAX

About

Backtest Start Date

Key Metrics

Return (1d)

Return (30d)

Return (1Y)

CAGR (Total)

Max Drawdown

Beta

Alpha

Sharpe Ratio

Win Rate

Average Win

Average Loss

Annual Volatility

Annual Std Dev

Information Ratio

Treynor Ratio

Total Trades

Show More
Metrics Definitions

Disclaimer: The performance results shown are based on historical backtesting and are hypothetical in nature. Backtested performance does not represent actual trading and does not account for all market factors that may affect execution, such as liquidity, slippage, and changing market conditions. Past performance is not necessarily indicative of future results. There is no guarantee that any trading strategy will be profitable or avoid losses.

  • Alpha

    Measures a portfolio's risk-adjusted performance against that of its benchmark

    Learn More about Alpha
  • Annual Standard Deviation

    Measures how much the portfolio's total return varies from its mean or average.

    Learn More about Annual Standard Deviation
  • Annual Volatility

    A statistical measure of the dispersion of returns for the portfolio.

    Learn More about Annual Volatility
  • Average Win

    The average return (%) for trades that resulted in a positive return.

  • Average Loss

    The average return (%) for trades that resulted in a negative return.

  • Beta

    A measure of the volatility of the portfolio compared to the market as a whole.

    Learn More about Beta
  • CAGR

    CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.

    Learn More about CAGR
  • Information Ratio

    A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.

    Learn More about Information Ratio
  • Max Drawdown

    the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.

    Learn More about Max Drawdown
  • Sharpe Ratio

    The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.

    Learn More about Sharpe Ratio
  • Total Trades

    The total number of trades made by this strategy.

  • Treynor Ratio

    Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.

    Learn More about Treynor Ratio
  • Win Rate

    The percentage of total trades that resulted in a positive return.

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Government lobbying spending instances

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No Corporate Lobbying instances for this ticker

Corporate Lobbying Dashboard

Former government officials who have lobbied for HELS

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No former government officials on record as having lobbied for HELS

Revolving Door Dashboard

HELS Estimated quarterly lobbying spending

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No Corporate Lobbying data for this ticker

Corporate Lobbying Dashboard

HELS Revenue by Segment or Geography

By Segment
By Geography
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No Revenue by Segment data for this ticker

Revenue Breakdown Dashboard
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No Revenue by Geography data for this ticker

Revenue Breakdown Dashboard
HELS Income Statement
HELS Balance Sheet
HELS Cash Flow
U.S. Patents

New HELS patent grants

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No new patents for this ticker

U.S. Patents Dashboard
Government Contracts

Federal grants, loans, and purchases

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No Government Contracts for this ticker

Government Contracts Dashboard
Government Contracts

Estimated quarterly amount awarded to HELS from public contracts

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No recent Government Contracts for this ticker

Government Contracts Dashboard
HELS News

Recent insights relating to HELS

CNBC Recommendations

Recent picks made for HELS stock on CNBC

Top ETF Holders

ETFs with the largest estimated holdings in HELS

HELS Analyst Ratings

HELS Stock Forecasts
...

  • ... Highest Price Target
  • ... Median Price Target
  • ... Lowest Price Target
HELS Analyst Forecasts
Analyst
Firm
Current
Previous
Date
Frequently Asked Questions
  • Is $HELS stock a Buy, Sell, or Hold?

  • What is the price target for $HELS stock?

* Analyst consensus is not financial advice. Please see our data disclaimers .

HELS Top Shareholders
Shareholder
Shares Held
HELS Options Owners
Shareholder
Security
Underlying Shares
Frequently Asked Questions
  • Who owns $HELS stock?

  • Who owns the most shares of $HELS stock?

  • What funds own $HELS stock?

* These are estimates based on data taken from SEC filings. There may be inaccuracies due to parsing errors, accidental double-counting, incorrect classification of indirectly owned shares, or any other number of issues.

HELS Stock Smart Score

The Quiver Smart Score combines our data on Congress Trading, Lobbying, Insider Trading, CNBC Mentions and more to provide a comprehensive view of the strength of a stock's underlying data.

The Smart Score grades stocks on a scale of 1 (weakest) to 10 (strongest) based on the strength of the underlying data.
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Sign Up to view HELS Smart Score

Score Breakdown
Bull Case vs Bear Case

See concise summaries of analyst reports, presenting both bullish and bearish arguments for a stock.

Example:

Bulls Say:

The Bulls Say summary highlights positive aspects of the stock.

Bears Say:

The Bears Say summary points out potential risks and negative aspects of the stock.

Show More
About HELS

No description available

Hedgeye 130/30 Equity ETF (HELS) Historical Stock Prices

Hedgeye 130/30 Equity ETF (HELS) closed at $23.74 on September 25, 2026. Over the past year its adjusted close ranged from $22.62 to $26.18. Daily prices go back to December 11, 2025, 198 trading days in all.

  • 1 month-1.93%
  • 3 months-4.46%
  • Year to date-3.22%
  • 1 year—
  • 3 years—
  • 5 years—
  • Max-5.96%
See every congressional and insider trade on the HELS price chart

Quiver Premium charts HELS's full daily history since 2014 with each congressional purchase and sale and every open-market insider purchase marked on the price line, with hover details for each trade.

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Last 12 months, newest first

Access Raw Data Daily prices since 2014 for every ticker, through the Quiver API
DateOpenHighLowCloseAdj. CloseVolume
Sep 25, 2026 23.84 23.84 23.74 23.74 23.74 75,116
Sep 24, 2026 23.90 24.01 23.86 23.86 23.86 16,118
Sep 23, 2026 23.59 23.93 23.59 23.90 23.90 18,022
Sep 22, 2026 23.77 23.84 23.75 23.83 23.83 7,234
Sep 21, 2026 23.60 23.86 23.60 23.80 23.80 9,053
Sep 18, 2026 23.63 23.71 23.63 23.66 23.66 3,367
Sep 17, 2026 23.40 23.77 23.40 23.77 23.77 5,039
Sep 16, 2026 23.68 23.68 23.47 23.54 23.54 2,253
Sep 15, 2026 23.66 23.74 23.66 23.72 23.72 3,314
Sep 14, 2026 23.58 23.61 23.48 23.56 23.56 9,157
Sep 11, 2026 23.44 23.63 23.44 23.49 23.49 12,907
Sep 10, 2026 23.40 23.51 23.36 23.36 23.36 7,767
Sep 9, 2026 23.60 23.60 23.51 23.51 23.51 3,922
Sep 8, 2026 23.68 23.75 23.63 23.65 23.65 21,111
Sep 4, 2026 23.95 23.99 23.91 23.91 23.91 4,710
Sep 3, 2026 24.22 24.23 24.16 24.20 24.20 6,304
Sep 2, 2026 23.95 24.00 23.82 23.94 23.94 5,849
Sep 1, 2026 24.08 24.09 23.84 23.84 23.84 11,975
Aug 31, 2026 24.17 24.25 24.07 24.22 24.22 16,547
Aug 28, 2026 24.17 24.34 24.17 24.22 24.22 4,336
Aug 27, 2026 24.32 24.44 24.32 24.37 24.37 10,126
Aug 26, 2026 24.21 24.21 24.21 24.21 24.21 166
Aug 25, 2026 24.23 24.23 24.13 24.15 24.15 9,012
Aug 24, 2026 24.01 24.19 24.01 24.13 24.13 3,975
Aug 21, 2026 24.02 24.19 24.02 24.19 24.19 5,746
Aug 20, 2026 24.01 24.16 23.98 23.98 23.98 3,519
Aug 19, 2026 24.41 24.41 24.18 24.18 24.18 4,794
Aug 18, 2026 24.27 24.39 24.20 24.20 24.20 12,950
Aug 17, 2026 24.29 24.37 24.15 24.15 24.15 78,549
Aug 14, 2026 24.27 24.52 24.27 24.37 24.37 16,536
Aug 13, 2026 24.50 24.53 24.42 24.51 24.51 5,227
Aug 12, 2026 24.45 24.48 24.40 24.45 24.45 29,981
Aug 11, 2026 24.55 24.58 24.50 24.50 24.50 5,052
Aug 10, 2026 24.35 24.57 24.35 24.53 24.53 8,494
Aug 7, 2026 24.11 24.38 24.11 24.30 24.30 6,744
Aug 6, 2026 24.16 24.16 24.04 24.09 24.09 3,837
Aug 5, 2026 24.35 24.39 24.10 24.10 24.10 8,761
Aug 4, 2026 24.09 24.20 24.09 24.18 24.18 14,449
Aug 3, 2026 24.22 24.22 24.08 24.09 24.09 4,344
Jul 31, 2026 24.08 24.19 24.03 24.16 24.16 12,263
Jul 30, 2026 24.09 24.25 24.09 24.25 24.25 5,388
Jul 29, 2026 24.26 24.43 24.23 24.23 24.23 1,585
Jul 28, 2026 24.75 24.75 24.29 24.31 24.31 3,567
Jul 27, 2026 24.39 24.43 24.22 24.24 24.24 12,553
Jul 24, 2026 24.26 24.34 24.20 24.27 24.27 9,955
Jul 23, 2026 24.32 24.32 24.17 24.27 24.27 3,486
Jul 22, 2026 24.31 24.43 24.28 24.32 24.32 7,932
Jul 21, 2026 24.49 24.52 24.43 24.50 24.50 10,029
Jul 20, 2026 24.58 24.66 24.45 24.45 24.45 13,352
Jul 17, 2026 24.39 24.62 24.39 24.52 24.52 9,582
Jul 16, 2026 24.66 24.81 24.61 24.65 24.65 4,776
Jul 15, 2026 24.65 24.86 24.61 24.66 24.66 7,663
Jul 14, 2026 24.54 24.66 24.54 24.66 24.66 9,815
Jul 13, 2026 24.16 24.52 24.16 24.45 24.45 5,247
Jul 10, 2026 24.45 24.47 24.38 24.44 24.44 1,486
Jul 9, 2026 24.30 24.54 24.30 24.44 24.44 4,721
Jul 8, 2026 24.42 24.43 24.15 24.35 24.35 4,154
Jul 7, 2026 24.60 24.69 24.60 24.62 24.62 1,413
Jul 6, 2026 24.25 24.73 24.25 24.62 24.62 6,100
Jul 2, 2026 24.89 24.89 24.58 24.70 24.70 4,028
Jul 1, 2026 24.99 24.99 24.81 24.81 24.81 4,566
Jun 30, 2026 25.02 25.14 25.00 25.07 25.07 26,457
Jun 29, 2026 24.91 25.02 24.84 25.02 25.02 4,757
Jun 26, 2026 24.73 24.88 24.73 24.85 24.85 7,714
Jun 25, 2026 24.62 24.80 24.62 24.80 24.80 24,053
Jun 24, 2026 24.57 24.57 24.22 24.31 24.31 26,835
Jun 23, 2026 24.36 24.38 24.15 24.25 24.25 5,827
Jun 22, 2026 24.50 24.52 24.42 24.51 24.51 5,243
Jun 18, 2026 24.35 24.35 24.16 24.27 24.27 5,020
Jun 17, 2026 23.40 24.38 23.38 24.11 24.11 7,421
Jun 16, 2026 24.44 24.48 24.16 24.16 24.16 21,748
Jun 15, 2026 24.50 24.54 24.43 24.48 24.48 4,395
Jun 12, 2026 24.11 24.51 24.11 24.38 24.38 8,332
Jun 11, 2026 23.98 24.31 23.85 24.31 24.31 9,729
Jun 10, 2026 23.51 24.22 23.51 23.81 23.81 30,544
Jun 9, 2026 24.40 24.43 23.47 23.98 23.98 14,922
Jun 8, 2026 24.07 24.42 24.07 24.22 24.22 12,275
Jun 5, 2026 24.36 24.50 23.96 23.96 23.96 11,607
Jun 4, 2026 24.32 24.90 24.32 24.80 24.80 46,702
Jun 3, 2026 24.52 24.71 24.43 24.59 24.59 7,485
Jun 2, 2026 24.40 24.56 24.36 24.54 24.54 10,377
Jun 1, 2026 23.95 24.30 23.95 24.27 24.27 13,249
May 29, 2026 24.23 24.23 24.03 24.09 24.09 12,259
May 28, 2026 24.23 24.33 24.11 24.20 24.20 15,944
May 27, 2026 24.27 24.39 24.27 24.32 24.32 9,189
May 26, 2026 24.42 24.50 24.40 24.45 24.45 23,764
May 22, 2026 24.25 24.33 24.20 24.20 24.20 7,173
May 21, 2026 24.28 24.30 24.16 24.18 24.18 15,911
May 20, 2026 24.27 24.42 24.19 24.24 24.24 7,024
May 19, 2026 24.26 24.26 23.70 24.03 24.03 13,666
May 18, 2026 24.27 24.27 24.10 24.19 24.19 11,299
May 15, 2026 24.74 24.74 24.32 24.41 24.41 26,557
May 14, 2026 24.66 24.70 24.52 24.69 24.69 13,347
May 13, 2026 24.31 24.50 24.31 24.47 24.47 8,244
May 12, 2026 24.23 24.33 24.08 24.29 24.29 22,334
May 11, 2026 24.32 24.50 24.29 24.44 24.44 24,661
May 8, 2026 23.60 24.11 23.60 24.11 24.11 20,389
May 7, 2026 24.26 24.26 23.81 23.91 23.91 30,568
May 6, 2026 24.22 24.46 24.19 24.46 24.46 70,493
May 5, 2026 23.89 24.33 23.89 24.22 24.22 25,839
May 4, 2026 23.56 23.81 23.56 23.71 23.71 13,998
May 1, 2026 23.50 23.59 23.47 23.57 23.57 9,483
Apr 30, 2026 23.21 23.44 23.18 23.44 23.44 46,885
Apr 29, 2026 23.12 23.20 23.09 23.18 23.18 52,838
Apr 28, 2026 22.89 22.90 22.75 22.89 22.89 13,012
Apr 27, 2026 23.12 23.12 23.04 23.07 23.07 12,601
Apr 24, 2026 23.09 23.17 23.04 23.11 23.11 9,802
Apr 23, 2026 22.95 23.11 22.92 22.98 22.98 25,819
Apr 22, 2026 22.93 22.96 22.86 22.94 22.94 12,306
Apr 21, 2026 22.77 22.79 22.64 22.79 22.79 8,726
Apr 20, 2026 22.57 22.80 22.57 22.70 22.70 12,798
Apr 17, 2026 22.55 22.62 22.40 22.62 22.62 25,285
Apr 16, 2026 22.80 22.93 22.79 22.93 22.93 21,843
Apr 15, 2026 22.86 22.95 22.70 22.71 22.71 49,800
Apr 14, 2026 23.20 23.20 22.87 22.95 22.95 34,881
Apr 13, 2026 23.38 23.38 23.14 23.18 23.18 18,331
Apr 10, 2026 23.54 23.54 23.32 23.35 23.35 20,865
Apr 9, 2026 23.84 23.92 23.60 23.62 23.62 9,379
Apr 8, 2026 23.47 23.83 23.25 23.83 23.83 18,938
Apr 7, 2026 23.86 23.92 23.75 23.78 23.78 9,261
Apr 6, 2026 23.74 23.81 23.66 23.77 23.77 5,192
Apr 2, 2026 23.61 23.81 23.59 23.76 23.76 5,490
Apr 1, 2026 23.67 23.67 23.49 23.55 23.55 28,483
Mar 31, 2026 23.72 23.72 23.48 23.61 23.61 18,996
Mar 30, 2026 23.89 23.99 23.58 23.62 23.62 31,637
Mar 27, 2026 23.84 23.94 23.77 23.77 23.77 13,827
Mar 26, 2026 23.72 23.86 23.72 23.75 23.75 20,137
Mar 25, 2026 23.64 23.78 23.64 23.73 23.73 16,974
Mar 24, 2026 23.38 23.65 23.37 23.52 23.52 54,023
Mar 23, 2026 23.51 23.51 23.14 23.24 23.24 27,725
Mar 20, 2026 23.46 23.46 23.15 23.18 23.18 19,462
Mar 19, 2026 23.07 23.48 23.07 23.15 23.15 46,273
Mar 18, 2026 23.55 23.60 23.37 23.39 23.39 57,046
Mar 17, 2026 23.55 23.70 23.55 23.59 23.59 24,495
Mar 16, 2026 24.05 24.05 23.57 23.59 23.59 73,969
Mar 13, 2026 24.28 24.28 23.73 23.73 23.73 45,586
Mar 12, 2026 23.83 24.06 23.82 23.91 23.91 18,180
Mar 11, 2026 23.72 24.08 23.72 24.01 24.01 40,839
Mar 10, 2026 24.11 24.34 24.11 24.15 24.15 25,415
Mar 9, 2026 23.79 24.24 23.66 23.98 23.98 107,040
Mar 6, 2026 24.34 24.34 23.95 24.03 24.03 194,358
Mar 5, 2026 25.00 25.00 24.29 24.47 24.47 90,678
Mar 4, 2026 25.32 25.75 25.07 25.12 25.12 186,154
Mar 3, 2026 25.30 25.30 24.79 25.20 25.20 293,050
Mar 2, 2026 25.68 25.79 25.53 25.74 25.74 75,784
Feb 27, 2026 25.45 25.88 25.45 25.87 25.87 55,588
Feb 26, 2026 26.00 26.00 25.46 25.82 25.82 92,649
Feb 25, 2026 26.15 26.20 25.88 26.00 26.00 96,757
Feb 24, 2026 25.87 26.14 25.82 26.11 26.11 66,765
Feb 23, 2026 25.97 25.97 25.59 25.78 25.78 87,035
Feb 20, 2026 25.61 25.99 25.61 25.88 25.88 67,718
Feb 19, 2026 25.84 25.90 25.66 25.89 25.89 57,949
Feb 18, 2026 26.05 26.05 25.61 25.83 25.83 48,051
Feb 17, 2026 25.57 25.74 25.37 25.66 25.66 51,266
Feb 13, 2026 25.60 25.90 25.33 25.76 25.76 65,584
Feb 12, 2026 26.24 26.31 25.44 25.53 25.53 96,937
Feb 11, 2026 26.25 26.29 25.90 26.18 26.18 76,635
Feb 10, 2026 25.79 25.95 25.72 25.85 25.85 39,323
Feb 9, 2026 25.62 25.89 25.55 25.85 25.85 43,667
Feb 6, 2026 25.25 25.80 25.25 25.76 25.76 68,758
Feb 5, 2026 25.23 25.41 24.88 25.02 25.02 185,947
Feb 4, 2026 26.02 26.02 25.18 25.68 25.68 66,340
Feb 3, 2026 26.04 26.22 25.48 25.79 25.79 98,900
Feb 2, 2026 25.47 25.86 25.36 25.85 25.85 70,853
Jan 30, 2026 25.81 25.86 25.39 25.52 25.52 80,663
Jan 29, 2026 26.17 26.41 25.48 26.02 26.02 50,418
Jan 28, 2026 25.93 26.13 25.84 25.91 25.91 78,824
Jan 27, 2026 25.83 26.01 25.73 26.01 26.01 123,351
Jan 26, 2026 25.87 25.87 25.57 25.66 25.66 96,500
Jan 23, 2026 25.79 25.79 25.50 25.54 25.54 73,291
Jan 22, 2026 26.00 26.21 25.76 25.82 25.82 287,123
Jan 21, 2026 25.07 25.79 25.07 25.70 25.70 35,299
Jan 20, 2026 25.23 25.48 25.11 25.18 25.18 81,944
Jan 16, 2026 25.55 25.64 25.50 25.55 25.55 109,100
Jan 15, 2026 25.55 25.65 25.49 25.49 25.49 66,857
Jan 14, 2026 25.57 25.57 25.14 25.35 25.35 57,692
Jan 13, 2026 25.59 25.63 25.47 25.54 25.54 40,175
Jan 12, 2026 25.51 25.62 25.14 25.62 25.62 44,125
Jan 9, 2026 25.38 25.47 25.21 25.39 25.39 111,682
Jan 8, 2026 25.20 25.20 25.03 25.14 25.14 266,547
Jan 7, 2026 25.51 25.51 25.14 25.17 25.17 89,645
Jan 6, 2026 25.18 25.39 25.06 25.35 25.35 19,121
Jan 5, 2026 25.16 25.16 24.97 25.01 25.01 29,348
Jan 2, 2026 24.70 24.94 24.69 24.92 24.92 28,577
Dec 31, 2025 24.75 24.79 24.50 24.53 24.53 32,906
Dec 30, 2025$0.005 dividend 25.16 25.16 24.78 24.80 24.80 24,457
Dec 29, 2025 25.00 25.07 24.85 24.90 24.90 38,179
Dec 26, 2025 25.17 25.17 25.03 25.11 25.11 34,459
Dec 24, 2025 25.10 25.16 25.05 25.12 25.12 7,696
Dec 23, 2025 25.22 25.22 25.01 25.09 25.09 42,630
Dec 22, 2025 24.99 25.19 24.96 25.13 25.12 95,555
Dec 19, 2025 24.65 24.85 24.65 24.83 24.82 50,453
Dec 18, 2025 24.59 24.75 24.51 24.51 24.50 21,493
Dec 17, 2025 24.78 24.78 24.29 24.32 24.32 89,475
Dec 16, 2025 24.91 24.91 24.54 24.69 24.68 73,235
Dec 15, 2025 25.28 25.28 24.77 24.84 24.84 105,482
Dec 12, 2025 25.25 25.43 24.68 24.82 24.81 162,918
Dec 11, 2025 25.13 25.73 25.03 25.25 25.24 133,793

Open, high, low and close are the prices as traded. Adjusted close accounts for splits and dividends, and is what the chart and returns use. Where a company changed its ticker, its history under the old symbol is included.

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Hedgeye 130/30 Equity ETF Executive Compensation

We estimate that -- received a compensation of -- in --, making them the highest paid executive at HELS, per a recent SEC DEF 14A filing.



Name
Role
Salary
Bonus
Stock/Option Awards
Total Compensation