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Soundwatch Hedged Equity Etf shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Soundwatch Hedged Equity Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Soundwatch Hedged Equity Etf by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $152M 5.0M 30.72
2025-12-31 $161M 5.0M 32.28

More positions owned by United Capital Financial Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Soundwatch Hedged Equity Etf

United Capital Financial Advisers
Soundwatch Capital
Advisory Services Network
Atria Investments
Crestwood Advisors
Gts Securities
Navis Wealth Advisors
Raymond James Financial
MAI Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Soundwatch Hedged Equity Etf