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ZHDG icon

CreativeOne Wealth’s Zega Buy & Hedge ETF ZHDG Stock Holding History

CreativeOne Wealth’s Portfolio ZHDG Stock Details ZHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$569K Sell
24,168
-1,159
-5% -$26.6K 0.01% 755
2026
Q1 		$535K Buy
+25,327
New +$564K 0.01% 781

Other funds holding ZHDG

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

CreativeOne Wealth's ZHDG Position: Q2 2026 in Review

CreativeOne Wealth reduced its Zega Buy & Hedge ETF (ZHDG) stake by 4.6% in Q2 2026, selling an estimated $26.6K and leaving 24,168 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #755.

CreativeOne Wealth first reported a position in ZHDG in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold ZHDG as of Q2 2026.

  • CreativeOne Wealth held 24,168 shares of Zega Buy & Hedge ETF worth $569K as of Q2 2026.
  • CreativeOne Wealth sold 1,159 Zega Buy & Hedge ETF shares in Q2 2026, an estimated $26.6K.
  • Zega Buy & Hedge ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #755 holding.
  • CreativeOne Wealth first reported a position in Zega Buy & Hedge ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Zega Buy & Hedge ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.