SHDG

Soundwatch Hedged Equity ETF

Feb 24 • 02:58PM ET

32.55

+0.21 0.64 %

Financial • Exchange Traded Fund • USA • CBOE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	7.71%	Total Holdings	7	Perf Week	0.54%
Sponsor	Soundwatch	ETF Type		Tags	equity	Return% 3Y	14.26%	AUM	165.88M	Perf Month	-0.11%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	4.11%
Index	-	Average Maturity		Tags	large-cap	Return% 10Y		52W High	32.91 -1.09%	Perf Half Y	5.34%
Index Weighting		Commodity Type		Tags	SP500	Return% SI		52W Low	23.31 39.64%	Perf YTD	0.78%
Active/Passive		Quant Type		Tags	-	Flows% 1M	0.00%	Volatility	0.38% 0.39%	Perf Year	9.76%
Dividend TTM	0.16 (0.49%)	ESG Type		Tags	-	Flows% 3M	-0.97%	ATR (14)	0.21	Perf 3Y	50.21%
Dividend Ex-Date	Dec 29, 2025	Dividend Type		Sector/Theme		Flows% YTD	-0.49%	RSI (14)	50.28	Perf 5Y	-
Dividend Gr. 3/5Y	-5.23% -	Structure Type		Region		Flows% 1Y		Beta	0.76	Perf 10Y	-
Expense	0.53%	Growth/Value		SMA20	-0.11%	Flows% 3Y		Rel Volume	0.39	Prev Close	32.34
Inverse/Leveraged		Market Cap		SMA50	0.02%	Flows% 5Y		Avg Volume	2.93K	Price	32.55
IPO	Oct 25, 2022	Option/Short	No / Yes	SMA200	4.88%	Trades		Volume	1,018	Change	0.64%

Soundwatch Hedged Equity ETF seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds ("ETFs") that track U.S. large-capitalization ("large-cap") indices, such as the S&P 500 Index.

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SHDG

Soundwatch Hedged Equity ETF

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