CSC
HEDG

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
Q2 		$6K Hold
200
– – ﹤0.01% 666
2026
Q1 		$5.8K Buy
+200
New +$5.89K ﹤0.01% 620

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

Caldwell Sutter Capital's HEDG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Equable Shares Hedged Equity ETF (HEDG) position steady in Q2 2026 at 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Caldwell Sutter Capital first reported a position in HEDG in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Caldwell Sutter Capital held 200 shares of Equable Shares Hedged Equity ETF worth $6K as of Q2 2026.
  • Caldwell Sutter Capital left its Equable Shares Hedged Equity ETF share count unchanged in Q2 2026.
  • Equable Shares Hedged Equity ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #666 holding.
  • Caldwell Sutter Capital first reported a position in Equable Shares Hedged Equity ETF in Q1 2026 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 Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.