CAG
SHDG icon

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
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 $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crestwood Advisors Group's SHDG Position: Q1 2026 in Review

Crestwood Advisors Group held its Soundwatch Hedged Equity ETF (SHDG) position steady in Q1 2026 at 11,138 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #531.

Crestwood Advisors Group first reported a position in SHDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $360K in Q4 2025. 11 funds tracked by Wall St. Rank hold SHDG as of Q1 2026.

  • Crestwood Advisors Group held 11,138 shares of Soundwatch Hedged Equity ETF worth $342K as of Q1 2026.
  • Crestwood Advisors Group left its Soundwatch Hedged Equity ETF share count unchanged in Q1 2026.
  • Soundwatch Hedged Equity ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #531 holding.
  • Crestwood Advisors Group first reported a position in Soundwatch Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Crestwood Advisors Group's Soundwatch Hedged Equity ETF position peaked at $360K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.