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Soundwatch Hedged Equity Etf shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Soundwatch Hedged Equity Etf (SHDG) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Soundwatch Hedged Equity Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Soundwatch Hedged Equity Etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $13k 397 32.72

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View all positions for Integrated Wealth Concepts

Top funds holding Soundwatch Hedged Equity Etf

United Capital Financial Advisers
Soundwatch Capital
Old Mission Capital
Susquehanna International
Crestwood Advisors
Raymond James Financial
Transcendent Capital Group
Royal Bank of Canada
Integrated Wealth Concepts

View all funds holding Soundwatch Hedged Equity Etf