AWM
HEDG

AE Wealth Management’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

AE Wealth Management’s Portfolio HEDG Stock Details HEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-154
Closed -$4.46K – 2826
2026
Q1 		$4.46K Buy
+154
New +$4.54K ﹤0.01% 2392

Other funds holding HEDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

AE Wealth Management's HEDG Position: Q2 2026 in Review

AE Wealth Management sold out of Equable Shares Hedged Equity ETF (HEDG) in Q2 2026, closing a stake of 154 shares — an estimated $4.46K sold.

AE Wealth Management first reported a position in HEDG in Q1 2026 and held it in 1 quarter. The position peaked at $4.46K in Q1 2026. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • AE Wealth Management reported no remaining Equable Shares Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 154 Equable Shares Hedged Equity ETF shares in Q2 2026, an estimated $4.46K.
  • AE Wealth Management first reported a position in Equable Shares Hedged Equity ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Equable Shares Hedged Equity ETF position peaked at $4.46K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.