UCFA
SHDG icon

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
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$161M Buy