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
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

Other funds holding HEDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Axxcess Wealth Management's HEDG Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Equable Shares Hedged Equity ETF (HEDG) in Q2 2026: 181,283 shares worth $5.44M. The stake represents 0.09% of the portfolio and ranks #209 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HEDG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HEDG in Q4 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Axxcess Wealth Management held 181,283 shares of Equable Shares Hedged Equity ETF worth $5.44M as of Q2 2026.
  • Equable Shares Hedged Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Equable Shares Hedged Equity ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Axxcess Wealth Management first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.