Stifel Financial
HEDG

Stifel Financial’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Stifel Financial’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 		$4.88M Buy
168,266
+13,691
+9% +$403K ﹤0.01% 1370
2025
Q4 		$4.53M Buy
+154,575
New +$4.51M ﹤0.01% 1396

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

Stifel Financial's HEDG Position: Q1 2026 in Review

Stifel Financial increased its Equable Shares Hedged Equity ETF (HEDG) stake by 8.9% in Q1 2026, buying an estimated $403K and bringing the position to 168,266 shares worth $4.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Stifel Financial first reported a position in HEDG in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold HEDG as of Q1 2026.

  • Stifel Financial held 168,266 shares of Equable Shares Hedged Equity ETF worth $4.88M as of Q1 2026.
  • Stifel Financial bought 13,691 Equable Shares Hedged Equity ETF shares in Q1 2026, an estimated $403K.
  • Equable Shares Hedged Equity ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1370 holding.
  • Stifel Financial first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.