Axxcess Wealth Management
HEDG icon

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

Axxcess 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
Q3 		– Sell
-181,283
Closed -$5.44M – 1271
2026
Q2 		$5.44M Buy
+181,283
New +$5.4M 0.09% 209
2026
Q1 		– Sell
-181,494
Closed -$5.32M – 1062
2025
Q4 		$5.32M Buy
+181,494
New +$5.29M 0.09% 195

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Platform Technology Partners
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Darwin Wealth Management
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Stifel Financial
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Axxcess Wealth Management's HEDG Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Equable Shares Hedged Equity ETF (HEDG) in Q3 2026, closing a stake of 181,283 shares — an estimated $5.44M sold.

Axxcess Wealth Management first reported a position in HEDG in Q4 2025 and held it in 2 quarters. The position peaked at $5.44M in Q2 2026. 32 funds tracked by Wall St. Rank hold HEDG as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Equable Shares Hedged Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 181,283 Equable Shares Hedged Equity ETF shares in Q3 2026, an estimated $5.44M.
  • Axxcess Wealth Management first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Equable Shares Hedged Equity ETF position peaked at $5.44M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.