MYIA
HEDG

Mount Yale Investment Advisors’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Mount Yale Investment Advisors’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
Q2 		$17M Buy
567,283
+103,597
+22% +$3.09M 0.32% 68
2026
Q1 		$13.4M Buy
+463,686
New +$13.7M 0.31% 69

Other funds holding HEDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mount Yale Investment Advisors's HEDG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Equable Shares Hedged Equity ETF (HEDG) stake by 22% in Q2 2026, buying an estimated $3.09M and bringing the position to 567,283 shares worth $17M. The position accounts for 0.32% of the portfolio, ranked #68.

Mount Yale Investment Advisors first reported a position in HEDG in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Mount Yale Investment Advisors held 567,283 shares of Equable Shares Hedged Equity ETF worth $17M as of Q2 2026.
  • Mount Yale Investment Advisors bought 103,597 Equable Shares Hedged Equity ETF shares in Q2 2026, an estimated $3.09M.
  • Equable Shares Hedged Equity ETF made up 0.32% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Mount Yale Investment Advisors first reported a position in Equable Shares Hedged Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.