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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
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 $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's SHDG Position: Q1 2026 in Review

Atria Investments reduced its Soundwatch Hedged Equity ETF (SHDG) stake by 0.38% in Q1 2026, selling an estimated $2K and leaving 16,454 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #1441.

Atria Investments first reported a position in SHDG in Q2 2024 and has held it in 8 quarters since. The position peaked at $533K in Q4 2025. 11 funds tracked by Wall St. Rank hold SHDG as of Q1 2026.

  • Atria Investments held 16,454 shares of Soundwatch Hedged Equity ETF worth $505K as of Q1 2026.
  • Atria Investments sold 62 Soundwatch Hedged Equity ETF shares in Q1 2026, an estimated $2K.
  • Soundwatch Hedged Equity ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1441 holding.
  • Atria Investments first reported a position in Soundwatch Hedged Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Soundwatch Hedged Equity ETF position peaked at $533K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.