Jeff Yass’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

Jeff Yass’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	$456K	Buy	+13,951	New	+$450K	﹤0.01%	10117
2026 Q1	–	Sell	-23,356	Closed	-$754K	–	14009
2025 Q4	$754K	Buy	23,356 +2,494	+12%	+$80K	﹤0.01%	7855
2025 Q3	$661K	Buy	20,862 +13,598	+187%	+$418K	﹤0.01%	8344
2025 Q2	$216K	Buy	+7,264	New	+$205K	﹤0.01%	11055
2025 Q1	–	Sell	-9,127	Closed	-$266K	–	13363
2024 Q4	$266K	Sell	9,127 -5,580	-38%	-$164K	﹤0.01%	10092
2024 Q3	$424K	Buy	+14,707	New	+$409K	﹤0.01%	8869
2024 Q2	–	Sell	-12,982	Closed	-$342K	–	13112
2024 Q1	$342K	Buy	+12,982	New	+$330K	﹤0.01%	9406
2023 Q4	–	Sell	-33,859	Closed	-$782K	–	13207
2023 Q3	$782K	Buy	+33,859	New	+$815K	﹤0.01%	7191

Other funds holding SHDG

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jeff Yass's SHDG Position: Q2 2026 in Review

Jeff Yass opened a new position in Soundwatch Hedged Equity ETF (SHDG) in Q2 2026: 13,951 shares worth $456K. The stake represents ﹤0.01% of the portfolio and ranks #10117 among its holdings. This is a return to the name: Jeff Yass previously reported a position in SHDG as recently as Q4 2025.

Jeff Yass first reported a position in SHDG in Q3 2023 and has held it in 8 quarters since. The position peaked at $782K in Q3 2023. 9 funds tracked by Wall St. Rank hold SHDG as of Q2 2026.

Jeff Yass held 13,951 shares of Soundwatch Hedged Equity ETF worth $456K as of Q2 2026.
Soundwatch Hedged Equity ETF was a new Jeff Yass position in Q2 2026.
Soundwatch Hedged Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10117 holding.
Jeff Yass first reported a position in Soundwatch Hedged Equity ETF in Q3 2023 and has held it in 8 quarters since.
Jeff Yass's Soundwatch Hedged Equity ETF position peaked at $782K in Q3 2023.
9 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.