Caldwell Sutter Capital’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Caldwell Sutter Capital’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	$5.8K	Buy	+200	New	+$5.89K	﹤0.01%	620

Other funds holding HEDG

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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 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

Caldwell Sutter Capital's HEDG Position: Q1 2026 in Review

Caldwell Sutter Capital opened a new position in Equable Shares Hedged Equity ETF (HEDG) in Q1 2026: 200 shares worth $5.8K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings.

37 funds tracked by Wall St. Rank hold HEDG as of Q1 2026.

Caldwell Sutter Capital held 200 shares of Equable Shares Hedged Equity ETF worth $5.8K as of Q1 2026.
Equable Shares Hedged Equity ETF was a new Caldwell Sutter Capital position in Q1 2026.
Equable Shares Hedged Equity ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #620 holding.
37 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.