KFC
HEDG

Klingenstein Fields & Co’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Klingenstein Fields & Co’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
Q1 		$3.8M Buy
131,106
+107,004
+444% +$3.15M 0.15% 82
2025
Q4 		$707K Buy
+24,102
New +$703K 0.03% 110

Other funds holding HEDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Klingenstein Fields & Co's HEDG Position: Q1 2026 in Review

Klingenstein Fields & Co increased its Equable Shares Hedged Equity ETF (HEDG) stake by 444% in Q1 2026, buying an estimated $3.15M and bringing the position to 131,106 shares worth $3.8M. The position accounts for 0.15% of the portfolio, ranked #82.

Klingenstein Fields & Co first reported a position in HEDG in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold HEDG as of Q1 2026.

  • Klingenstein Fields & Co held 131,106 shares of Equable Shares Hedged Equity ETF worth $3.8M as of Q1 2026.
  • Klingenstein Fields & Co bought 107,004 Equable Shares Hedged Equity ETF shares in Q1 2026, an estimated $3.15M.
  • Equable Shares Hedged Equity ETF made up 0.15% of Klingenstein Fields & Co's portfolio in Q1 2026, its #82 holding.
  • Klingenstein Fields & Co first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.