Transcendent Capital Group »

Soundwatch Hedged Equity Etf shares owned by Transcendent Capital Group

Quarter-by-quarter ownership of Soundwatch Hedged Equity Etf (SHDG) shares owned by Transcendent Capital Group from 13F filings

Historical chart of Transcendent Capital Group investment in Soundwatch Hedged Equity Etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Soundwatch Hedged Equity Etf by Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 6.2k 32.30
2024-12-31 $181k 6.2k 29.12
2024-09-30 $179k 6.2k 28.83
2024-06-30 $170k 6.2k 27.40
2024-03-31 $163k 6.2k 26.36

More positions owned by Transcendent Capital Group

Allianzim Buffer 15 Uncapped Allocation Etf Allianzim Buf 15 (SPBU)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY)
State Street Spdr Portfolio S&p Etf State Street Spd (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Vanguard Large-cap Etf Large Cap Etf (VV)
Ea Ser Tr Alpha Architect 1-3 Month Box Alpha Arch 1-3 (BOXX)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)

View all positions for Transcendent Capital Group

Top funds holding Soundwatch Hedged Equity Etf

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

View all funds holding Soundwatch Hedged Equity Etf