AWM
HEDG

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
Q1 		– Sell
-181,494
Closed -$5.32M – 1062
2025
Q4 		$5.32M Buy
+181,494
New +$5.29M 0.09% 195

Other funds holding HEDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Axxcess Wealth Management's HEDG Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Equable Shares Hedged Equity ETF (HEDG) in Q1 2026, closing a stake of 181,494 shares — an estimated $5.32M sold.

Axxcess Wealth Management first reported a position in HEDG in Q4 2025 and held it in 1 quarter. The position peaked at $5.32M in Q4 2025. 37 funds tracked by Wall St. Rank hold HEDG as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Equable Shares Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 181,494 Equable Shares Hedged Equity ETF shares in Q1 2026, an estimated $5.32M.
  • Axxcess Wealth Management first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Equable Shares Hedged Equity ETF position peaked at $5.32M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.