UBS Group’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

UBS Group’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
2025 Q4	–	Sell	-1	Closed	-$32	–	11091
2025 Q3	$32	Buy	+1	New	+$31	﹤0.01%	10071
2025 Q1	–	Sell	-2,358	Closed	-$68.7K	–	10671
2024 Q4	$68.7K	Sell	2,358 -25	-1%	-$736	﹤0.01%	7098
2024 Q3	$68.7K	Buy	2,383 +2,308	+3,077%	+$64.1K	﹤0.01%	6616
2024 Q2	$2.06K	Buy	+75	New	+$1.98K	﹤0.01%	8434
2023 Q1	–	Sell	-263	Closed	-$5.53K	–	10288
2022 Q4	$5.53K	Buy	+263	New	+$5.6K	﹤0.01%	9167

Other funds holding SHDG

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

TCG

Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return

UBS Group's SHDG Position: Q4 2025 in Review

UBS Group sold out of Soundwatch Hedged Equity ETF (SHDG) in Q4 2025, closing a stake of 1 share — an estimated $32 sold.

UBS Group first reported a position in SHDG in Q4 2022 and held it in 5 quarters. The position peaked at $68.7K in Q3 2024. 11 funds tracked by Wall St. Rank hold SHDG as of Q4 2025.

UBS Group reported no remaining Soundwatch Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 1 Soundwatch Hedged Equity ETF share in Q4 2025, an estimated $32.
UBS Group first reported a position in Soundwatch Hedged Equity ETF in Q4 2022 and held it in 5 quarters.
UBS Group's Soundwatch Hedged Equity ETF position peaked at $68.7K in Q3 2024.
11 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.