EW
HEDG

Enzi Wealth’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Enzi Wealth’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 		$17.6M Buy
585,334
+41,635
+8% +$1.24M 5.58% 5
2026
Q1 		$15.8M Buy
543,699
+41,101
+8% +$1.21M 5.47% 7
2025
Q4 		$14.8M Buy
+502,598
New +$14.7M 5.22% 8

Other funds holding HEDG

CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Enzi Wealth's HEDG Position: Q2 2026 in Review

Enzi Wealth increased its Equable Shares Hedged Equity ETF (HEDG) stake by 7.7% in Q2 2026, buying an estimated $1.24M and bringing the position to 585,334 shares worth $17.6M. The position accounts for 5.58% of the portfolio, ranked #5.

Enzi Wealth first reported a position in HEDG in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Enzi Wealth held 585,334 shares of Equable Shares Hedged Equity ETF worth $17.6M as of Q2 2026.
  • Enzi Wealth bought 41,635 Equable Shares Hedged Equity ETF shares in Q2 2026, an estimated $1.24M.
  • Equable Shares Hedged Equity ETF made up 5.58% of Enzi Wealth's portfolio in Q2 2026, its #5 holding.
  • Enzi Wealth first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.