Raymond James Financial
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Raymond James Financial’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

Raymond James Financial’s Portfolio SHDG Stock Details SHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252K Buy
+8,207
New +$265K ﹤0.01% 4756

Other funds holding SHDG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial's SHDG Position: Q1 2026 in Review

Raymond James Financial opened a new position in Soundwatch Hedged Equity ETF (SHDG) in Q1 2026: 8,207 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #4756 among its holdings.

11 funds tracked by Wall St. Rank hold SHDG as of Q1 2026.

  • Raymond James Financial held 8,207 shares of Soundwatch Hedged Equity ETF worth $252K as of Q1 2026.
  • Soundwatch Hedged Equity ETF was a new Raymond James Financial position in Q1 2026.
  • Soundwatch Hedged Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4756 holding.
  • 11 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.