Baird Financial Group
HEDG

Baird Financial Group’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Baird Financial Group’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 		$483K Hold
16,111
– – ﹤0.01% 1556
2026
Q1 		$467K Hold
16,111
– – ﹤0.01% 1505
2025
Q4 		$473K Buy
+16,111
New +$470K ﹤0.01% 1489

Other funds holding HEDG

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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

Baird Financial Group's HEDG Position: Q2 2026 in Review

Baird Financial Group held its Equable Shares Hedged Equity ETF (HEDG) position steady in Q2 2026 at 16,111 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Baird Financial Group first reported a position in HEDG in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Baird Financial Group held 16,111 shares of Equable Shares Hedged Equity ETF worth $483K as of Q2 2026.
  • Baird Financial Group left its Equable Shares Hedged Equity ETF share count unchanged in Q2 2026.
  • Equable Shares Hedged Equity ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1556 holding.
  • Baird Financial Group first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.