RSWM
HEDG

Robertson Stephens Wealth Management’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		$209K Hold
7,205
– – 0.01% 579
2025
Q4 		$211K Buy
+7,205
New +$210K 0.01% 595

Other funds holding HEDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Robertson Stephens Wealth Management's HEDG Position: Q1 2026 in Review

Robertson Stephens Wealth Management held its Equable Shares Hedged Equity ETF (HEDG) position steady in Q1 2026 at 7,205 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #579.

Robertson Stephens Wealth Management first reported a position in HEDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 37 funds tracked by Wall St. Rank hold HEDG as of Q1 2026.

  • Robertson Stephens Wealth Management held 7,205 shares of Equable Shares Hedged Equity ETF worth $209K as of Q1 2026.
  • Robertson Stephens Wealth Management left its Equable Shares Hedged Equity ETF share count unchanged in Q1 2026.
  • Equable Shares Hedged Equity ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #579 holding.
  • Robertson Stephens Wealth Management first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Robertson Stephens Wealth Management's Equable Shares Hedged Equity ETF position peaked at $211K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.