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Soundwatch Hedged Equity Etf shares owned by Apexium Financial

Quarter-by-quarter ownership of Soundwatch Hedged Equity Etf (SHDG) shares owned by Apexium Financial from 13F filings

Historical chart of Apexium Financial investment in Soundwatch Hedged Equity Etf

Tip: Access up to 7 years of quarterly data

All positions including Soundwatch Hedged Equity Etf held by Apexium Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Soundwatch Hedged Equity Etf by Apexium Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $131M 4.5M 29.12
2024-09-30 $126M 4.4M 28.83
2024-06-30 $133M 4.8M 27.40
2024-03-31 $125M 4.8M 26.36
2023-12-31 $116M 4.7M 24.48

More positions owned by Apexium Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)

View all positions for Apexium Financial

Top funds holding Soundwatch Hedged Equity Etf

Apexium Financial
Soundwatch Capital
Advisory Services Network
Atria Investments
Old Mission Capital
Navis Wealth Advisors
Susquehanna International
Goldman Sachs Group
Transcendent Capital Group
MAI Wealth Advisors
UBS Group

View all funds holding Soundwatch Hedged Equity Etf