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 Q2	$215K	Sell	7,166 -39	-0.5%	-$1.16K	0.01%	605
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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 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

Robertson Stephens Wealth Management's HEDG Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Equable Shares Hedged Equity ETF (HEDG) stake by 0.54% in Q2 2026, selling an estimated $1.16K and leaving 7,166 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #605.

Robertson Stephens Wealth Management 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.

Robertson Stephens Wealth Management held 7,166 shares of Equable Shares Hedged Equity ETF worth $215K as of Q2 2026.
Robertson Stephens Wealth Management sold 39 Equable Shares Hedged Equity ETF shares in Q2 2026, an estimated $1.16K.
Equable Shares Hedged Equity ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #605 holding.
Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.