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
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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 |
|---|---|---|---|
| 2025-09-30 | $142M | 4.5M | 31.67 |
| 2025-06-30 | $137M | 4.6M | 29.73 |
| 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 |