Apexium Financial’s Soundwatch Hedged Equity ETF SHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137M | Sell |
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|
2025
Q1 | $128M | Buy |
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|
2024
Q4 | $131M | Buy |
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|
2024
Q3 | $126M | Sell |
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|
2024
Q2 | $133M | Buy |
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|
2024
Q1 | $125M | Buy |
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|
2023
Q4 | $116M | Buy |
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|
2023
Q3 | $9.43M | Sell |
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|
2023
Q2 | $108M | Buy |
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|
2023
Q1 | $93.8M | Sell |
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|
2022
Q4 | $91.5M | Buy |
|