Morgan Stanley
ZHDG icon

Morgan Stanley’s Zega Buy & Hedge ETF ZHDG Stock Holding History

Morgan Stanley’s Portfolio ZHDG Stock Details ZHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31 Hold
1
– – ﹤0.01% 8233
2026
Q1 		$28 Hold
1
– – ﹤0.01% 8122
2025
Q4 		$41 Buy
+1
New +$23 ﹤0.01% 7929

Other funds holding ZHDG

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Morgan Stanley's ZHDG Position: Q2 2026 in Review

Morgan Stanley held its Zega Buy & Hedge ETF (ZHDG) position steady in Q2 2026 at 1 share worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #8233.

Morgan Stanley first reported a position in ZHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $41 in Q4 2025. 16 funds tracked by Wall St. Rank hold ZHDG as of Q2 2026.

  • Morgan Stanley held 1 share of Zega Buy & Hedge ETF worth $31 as of Q2 2026.
  • Morgan Stanley left its Zega Buy & Hedge ETF share count unchanged in Q2 2026.
  • Zega Buy & Hedge ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8233 holding.
  • Morgan Stanley first reported a position in Zega Buy & Hedge ETF in Q4 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Zega Buy & Hedge ETF position peaked at $41 in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Zega Buy & Hedge ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.