Who owns SOUNDWATCH HEDGED EQUITY ETF?
- Ticker: SHDG
- CUSIP Number: 00777x603
Tip: Access positions for across all investors
Analyze quarterly positions in Soundwatch Hedged Equity Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Soundwatch Hedged Equity Etf stock
Who bought or sold SOUNDWATCH HEDGED EQUITY ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| United Capital Financial Advisers | 5.0M | $152M | -1% | Mar 2026 |
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| Soundwatch Capital | 132k | $4.1M | 117% | Mar 2026 |
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| Advisory Services Network | 17k | $514k | 0% | Mar 2026 |
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| Atria Investments | 17k | $505k | 0% | Mar 2026 |
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| Crestwood Advisors | 11k | $342k | 0% | Mar 2026 |
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| Gts Securities | 11k | $339k | -11% | Mar 2026 |
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| Navis Wealth Advisors | 10k | $315k | 10% | Mar 2026 |
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| Raymond James Financial | 8.2k | $252k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 3.0k | $92k | 0% | Mar 2026 |
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| Royal Bank of Canada | 808.00 | $25k | 100% | Mar 2026 |
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| Wells Fargo & Company | 172.00 | $5.3k | 100% | Mar 2026 |
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Who sold out of Soundwatch Hedged Equity Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Dec 2025 | 23k | $754k |
| Old Mission Capital | Dec 2025 | 18k | $580k |
| Transcendent Capital Group | Dec 2025 | 6.2k | $200k |