Raymond James Financial
SHDG icon

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
Q2 		$268K Hold
8,207
– – ﹤0.01% 4888
2026
Q1 		$252K Buy
+8,207
New +$265K ﹤0.01% 4756

Other funds holding SHDG

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $901M AUM 21.69% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Raymond James Financial held its Soundwatch Hedged Equity ETF (SHDG) position steady in Q2 2026 at 8,207 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #4888.

Raymond James Financial first reported a position in SHDG in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SHDG as of Q2 2026.

  • Raymond James Financial held 8,207 shares of Soundwatch Hedged Equity ETF worth $268K as of Q2 2026.
  • Raymond James Financial left its Soundwatch Hedged Equity ETF share count unchanged in Q2 2026.
  • Soundwatch Hedged Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4888 holding.
  • Raymond James Financial first reported a position in Soundwatch Hedged Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q2 2026.

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