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 Q3	$18.6M	Buy	599,259 +13,925	+2%	+$424K	5.57%	5
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

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 16.47% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Enzi Wealth's HEDG Position: Q3 2026 in Review

Enzi Wealth increased its Equable Shares Hedged Equity ETF (HEDG) stake by 2.4% in Q3 2026, buying an estimated $424K and bringing the position to 599,259 shares worth $18.6M. The position accounts for 5.57% of the portfolio, ranked #5.

Enzi Wealth first reported a position in HEDG in Q4 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold HEDG as of Q3 2026.

Enzi Wealth held 599,259 shares of Equable Shares Hedged Equity ETF worth $18.6M as of Q3 2026.
Enzi Wealth bought 13,925 Equable Shares Hedged Equity ETF shares in Q3 2026, an estimated $424K.
Equable Shares Hedged Equity ETF made up 5.57% of Enzi Wealth's portfolio in Q3 2026, its #5 holding.
Enzi Wealth first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.