Who owns SOUNDWATCH HEDGED EQUITY ETF?
- Ticker: SHDG
- CUSIP Number: 00777x603
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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 | 4.8M | $156M | -3% | Jun 2026 |
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| Soundwatch Capital | 132k | $4.3M | 0% | Jun 2026 |
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| Old Mission Capital | 18k | $602k | 100% | Jun 2026 |
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| Susquehanna International | 14k | $456k | 100% | Jun 2026 |
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| Crestwood Advisors | 11k | $364k | 0% | Jun 2026 |
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| Raymond James Financial | 8.2k | $268k | 0% | Jun 2026 |
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| Transcendent Capital Group | 6.2k | $203k | 100% | Jun 2026 |
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| Royal Bank of Canada | 808.00 | $26k | 0% | Jun 2026 |
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Who sold out of Soundwatch Hedged Equity Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisory Services Network | Mar 2026 | 17k | $514k |
| Atria Investments | Mar 2026 | 17k | $505k |
| Gts Securities | Mar 2026 | 11k | $339k |
| Navis Wealth Advisors | Mar 2026 | 10k | $315k |
| MAI Wealth Advisors | Mar 2026 | 3.0k | $92k |