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Crestwood Advisors Group’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

Crestwood Advisors Group’s Portfolio SHDG Stock Details SHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Hold
11,138
– – 0.01% 601
2026
Q1 		$342K Hold
11,138
– – 0.01% 531
2025
Q4 		$360K Buy
+11,138
New +$357K 0.01% 472

Other funds holding SHDG

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $901M AUM 21.69% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crestwood Advisors Group's SHDG Position: Q2 2026 in Review

Crestwood Advisors Group held its Soundwatch Hedged Equity ETF (SHDG) position steady in Q2 2026 at 11,138 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #601.

Crestwood Advisors Group first reported a position in SHDG in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold SHDG as of Q2 2026.

  • Crestwood Advisors Group held 11,138 shares of Soundwatch Hedged Equity ETF worth $364K as of Q2 2026.
  • Crestwood Advisors Group left its Soundwatch Hedged Equity ETF share count unchanged in Q2 2026.
  • Soundwatch Hedged Equity ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #601 holding.
  • Crestwood Advisors Group first reported a position in Soundwatch Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.