OC
HEDG

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

Oppenheimer & 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 		$1.74M Buy
59,968
+7,068
+13% +$208K 0.02% 643
2025
Q4 		$1.55M Buy
+52,900
New +$1.54M 0.02% 622

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

Oppenheimer & Co's HEDG Position: Q1 2026 in Review

Oppenheimer & Co increased its Equable Shares Hedged Equity ETF (HEDG) stake by 13% in Q1 2026, buying an estimated $208K and bringing the position to 59,968 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #643.

Oppenheimer & 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.

  • Oppenheimer & Co held 59,968 shares of Equable Shares Hedged Equity ETF worth $1.74M as of Q1 2026.
  • Oppenheimer & Co bought 7,068 Equable Shares Hedged Equity ETF shares in Q1 2026, an estimated $208K.
  • Equable Shares Hedged Equity ETF made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #643 holding.
  • Oppenheimer & 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 Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.