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 Q1	$13.4M	Buy	+463,686	New	+$13.7M	0.31%	69

Other funds holding HEDG

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Mount Yale Investment Advisors's HEDG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Equable Shares Hedged Equity ETF (HEDG) in Q1 2026: 463,686 shares worth $13.4M. The stake represents 0.31% of the portfolio and ranks #69 among its holdings.

37 funds tracked by Wall St. Rank hold HEDG as of Q1 2026.

Mount Yale Investment Advisors held 463,686 shares of Equable Shares Hedged Equity ETF worth $13.4M as of Q1 2026.
Equable Shares Hedged Equity ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Equable Shares Hedged Equity ETF made up 0.31% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #69 holding.
37 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.