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Planned Solutions’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Planned Solutions’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
Q3 		$7.12M Buy
+231,831
New +$7.07M 1.95% 12

Other funds holding HEDG

EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 16.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Planned Solutions's HEDG Position: Q3 2026 in Review

Planned Solutions opened a new position in Equable Shares Hedged Equity ETF (HEDG) in Q3 2026: 231,831 shares worth $7.12M. The stake represents 1.95% of the portfolio and ranks #12 among its holdings.

5 funds tracked by Wall St. Rank hold HEDG as of Q3 2026.

  • Planned Solutions held 231,831 shares of Equable Shares Hedged Equity ETF worth $7.12M as of Q3 2026.
  • Equable Shares Hedged Equity ETF was a new Planned Solutions position in Q3 2026.
  • Equable Shares Hedged Equity ETF made up 1.95% of Planned Solutions's portfolio in Q3 2026, its #12 holding.
  • 5 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.