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United Capital Financial Advisors’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

United Capital Financial Advisors’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
2026
Q1 		$152M Sell
4,957,240
-27,882
-0.6% -$899K 0.94% 16
2025
Q4 		$161M Buy
+4,985,122
New +$160M 0.97% 18

Other funds holding SHDG

SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's SHDG Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Soundwatch Hedged Equity ETF (SHDG) stake by 0.56% in Q1 2026, selling an estimated $899K and leaving 4,957,240 shares worth $152M. The position accounts for 0.94% of the portfolio, ranked #16.

United Capital Financial Advisors first reported a position in SHDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $161M in Q4 2025. 11 funds tracked by Wall St. Rank hold SHDG as of Q1 2026.

  • United Capital Financial Advisors held 4,957,240 shares of Soundwatch Hedged Equity ETF worth $152M as of Q1 2026.
  • United Capital Financial Advisors sold 27,882 Soundwatch Hedged Equity ETF shares in Q1 2026, an estimated $899K.
  • Soundwatch Hedged Equity ETF made up 0.94% of United Capital Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • United Capital Financial Advisors first reported a position in Soundwatch Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Soundwatch Hedged Equity ETF position peaked at $161M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.