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SHDG

Soundwatch Hedged Equity ETF

Nov 06 • 01:23PM ET

31.78

-0.31 -0.95 %

Financial • Exchange Traded Fund • USA • CBOE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	11.53%	Total Holdings	7	Perf Week	-1.02%
Sponsor	Soundwatch	ETF Type		Tags	equity	Return% 3Y	15.97%	AUM	166.66M	Perf Month	-0.26%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	4.25%
Index	-	Average Maturity		Tags	large-cap	Return% 10Y		52W High	32.36 -1.79%	Perf Half Y	19.02%
Index Weighting		Commodity Type		Tags	SP500	Return% SI		52W Low	23.31 36.34%	Perf YTD	9.14%
Active/Passive		Quant Type		Tags	-	Flows% 1M	0.00%	Volatility	0.30% 0.35%	Perf Year	9.21%
Dividend TTM	0.18 (0.57%)	ESG Type		Tags	-	Flows% 3M	-0.93%	ATR (14)	0.17	Perf 3Y	-
Dividend Ex-Date	Dec 27, 2024	Dividend Type		Sector/Theme		Flows% YTD	1.28%	RSI (14)	47.69	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	0.76	Perf 10Y	-
Expense	0.53%	Growth/Value		SMA20	-0.35%	Flows% 3Y		Rel Volume	0.46	Prev Close	32.09
Inverse/Leveraged		Market Cap		SMA50	0.51%	Flows% 5Y		Avg Volume	3.91K	Price	31.78
IPO	Oct 25, 2022	Option/Short	No / Yes	SMA200	6.98%	Trades		Volume	1,139	Change	-0.95%

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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