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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
Q2 		$156M Sell
4,789,549
-167,691
-3% -$5.4M 0.86% 20
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 $901M AUM 21.69% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Capital Financial Advisors's SHDG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Soundwatch Hedged Equity ETF (SHDG) stake by 3.4% in Q2 2026, selling an estimated $5.4M and leaving 4,789,549 shares worth $156M. The position accounts for 0.86% of the portfolio, ranked #20.

United Capital Financial Advisors first reported a position in SHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $161M in Q4 2025. 8 funds tracked by Wall St. Rank hold SHDG as of Q2 2026.

  • United Capital Financial Advisors held 4,789,549 shares of Soundwatch Hedged Equity ETF worth $156M as of Q2 2026.
  • United Capital Financial Advisors sold 167,691 Soundwatch Hedged Equity ETF shares in Q2 2026, an estimated $5.4M.
  • Soundwatch Hedged Equity ETF made up 0.86% of United Capital Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • United Capital Financial Advisors first reported a position in Soundwatch Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Soundwatch Hedged Equity ETF position peaked at $161M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.