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Atria Investments’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

Atria Investments’s Portfolio SHDG Stock Details SHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,454
Closed -$505K – 2245
2026
Q1 		$505K Sell
16,454
-62
-0.4% -$2K 0.01% 1441
2025
Q4 		$533K Sell
16,516
-110
-0.7% -$3.53K 0.01% 1404
2025
Q3 		$527K Sell
16,626
-538
-3% -$16.5K 0.01% 1390
2025
Q2 		$510K Sell
17,164
-235
-1% -$6.65K 0.01% 1405
2025
Q1 		$484K Sell
17,399
-383
-2% -$11.2K 0.01% 1376
2024
Q4 		$518K Sell
17,782
-145
-0.8% -$4.27K 0.01% 1309
2024
Q3 		$517K Sell
17,927
-339
-2% -$9.42K 0.01% 1299
2024
Q2 		$501K Buy
+18,266
New +$482K 0.01% 1300

Other funds holding SHDG

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $901M AUM 21.69% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Atria Investments's SHDG Position: Q2 2026 in Review

Atria Investments sold out of Soundwatch Hedged Equity ETF (SHDG) in Q2 2026, closing a stake of 16,454 shares — an estimated $505K sold.

Atria Investments first reported a position in SHDG in Q2 2024 and held it in 8 quarters. The position peaked at $533K in Q4 2025. 9 funds tracked by Wall St. Rank hold SHDG as of Q2 2026.

  • Atria Investments reported no remaining Soundwatch Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 16,454 Soundwatch Hedged Equity ETF shares in Q2 2026, an estimated $505K.
  • Atria Investments first reported a position in Soundwatch Hedged Equity ETF in Q2 2024 and held it in 8 quarters.
  • Atria Investments's Soundwatch Hedged Equity ETF position peaked at $533K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.