PMFA
HEDG

Plante Moran Financial Advisors’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Plante Moran Financial 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 		$90.5K Buy
+3,018
New +$89.9K ﹤0.01% 262

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
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 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

Plante Moran Financial Advisors's HEDG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Equable Shares Hedged Equity ETF (HEDG) in Q2 2026: 3,018 shares worth $90.5K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Plante Moran Financial Advisors held 3,018 shares of Equable Shares Hedged Equity ETF worth $90.5K as of Q2 2026.
  • Equable Shares Hedged Equity ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Equable Shares Hedged Equity ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #262 holding.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.