Shepherd Kaplan Krochuk’s Syntax Stratified US Total Market Hedged ETF SHUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,419
Closed -$736K 59
2025
Q1
$736K Hold
17,419
0.63% 39
2024
Q4
$732K Hold
17,419
0.61% 36
2024
Q3
$754K Hold
17,419
0.57% 42
2024
Q2
$703K Buy
17,419
+737
+4% +$30K 0.56% 45
2024
Q1
$701K Hold
16,682
0.56% 41
2023
Q4
$675K Hold
16,682
0.55% 41
2023
Q3
$633K Hold
16,682
0.55% 38
2023
Q2
$656K Hold
16,682
0.52% 39
2023
Q1
$645K Buy
16,682
+1,057
+7% +$41.4K 0.57% 38
2022
Q4
$605K Hold
15,625
0.36% 49
2022
Q3
$577K Hold
15,625
0.29% 63
2022
Q2
$589K Buy
+15,625
New +$612K 0.26% 72

Other funds holding SHUS

Shepherd Kaplan Krochuk's SHUS Position: Q2 2025 in Review

Shepherd Kaplan Krochuk sold out of Syntax Stratified US Total Market Hedged ETF (SHUS) in Q2 2025, closing a stake of 17,419 shares — an estimated $736K sold.

Shepherd Kaplan Krochuk first reported a position in SHUS in Q2 2022 and held it in 12 quarters. The position peaked at $754K in Q3 2024. 4 funds tracked by Wall St. Rank hold SHUS as of Q2 2025.

  • Shepherd Kaplan Krochuk reported no remaining Syntax Stratified US Total Market Hedged ETF position as of Q2 2025 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 17,419 Syntax Stratified US Total Market Hedged ETF shares in Q2 2025, an estimated $736K.
  • Shepherd Kaplan Krochuk first reported a position in Syntax Stratified US Total Market Hedged ETF in Q2 2022 and held it in 12 quarters.
  • Shepherd Kaplan Krochuk's Syntax Stratified US Total Market Hedged ETF position peaked at $754K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Syntax Stratified US Total Market Hedged ETF as of Q2 2025.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2025, filed 14 Aug 2025.