Envestnet Asset Management
HEDG

Envestnet Asset Management’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Envestnet Asset Management’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 		$16.4M Buy
547,895
+49,424
+10% +$1.47M ﹤0.01% 1594
2026
Q1 		$14.4M Buy
498,471
+170,960
+52% +$5.04M ﹤0.01% 1572
2025
Q4 		$9.61M Buy
+327,511
New +$9.55M ﹤0.01% 1716

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management's HEDG Position: Q2 2026 in Review

Envestnet Asset Management increased its Equable Shares Hedged Equity ETF (HEDG) stake by 9.9% in Q2 2026, buying an estimated $1.47M and bringing the position to 547,895 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Envestnet Asset Management first reported a position in HEDG in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Envestnet Asset Management held 547,895 shares of Equable Shares Hedged Equity ETF worth $16.4M as of Q2 2026.
  • Envestnet Asset Management bought 49,424 Equable Shares Hedged Equity ETF shares in Q2 2026, an estimated $1.47M.
  • Equable Shares Hedged Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1594 holding.
  • Envestnet Asset Management first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.