Raymond James Financial
HEDG

Raymond James Financial’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Raymond James Financial’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 		$7.83M Buy
261,089
+19,004
+8% +$566K ﹤0.01% 2366
2026
Q1 		$7.02M Buy
242,085
+140,122
+137% +$4.13M ﹤0.01% 2317
2025
Q4 		$2.99M Buy
+101,963
New +$2.97M ﹤0.01% 2931

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

Raymond James Financial's HEDG Position: Q2 2026 in Review

Raymond James Financial increased its Equable Shares Hedged Equity ETF (HEDG) stake by 7.9% in Q2 2026, buying an estimated $566K and bringing the position to 261,089 shares worth $7.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Raymond James Financial first reported a position in HEDG in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Raymond James Financial held 261,089 shares of Equable Shares Hedged Equity ETF worth $7.83M as of Q2 2026.
  • Raymond James Financial bought 19,004 Equable Shares Hedged Equity ETF shares in Q2 2026, an estimated $566K.
  • Equable Shares Hedged Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2366 holding.
  • Raymond James Financial first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.