IWC
SHDG icon

Integrated Wealth Concepts’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

Integrated Wealth Concepts’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 		$13K Buy
+397
New +$12.8K ﹤0.01% 4406

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
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 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

Integrated Wealth Concepts's SHDG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Soundwatch Hedged Equity ETF (SHDG) in Q2 2026: 397 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #4406 among its holdings.

9 funds tracked by Wall St. Rank hold SHDG as of Q2 2026.

  • Integrated Wealth Concepts held 397 shares of Soundwatch Hedged Equity ETF worth $13K as of Q2 2026.
  • Soundwatch Hedged Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Soundwatch Hedged Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4406 holding.
  • 9 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.