SHDG

Soundwatch Hedged Equity ETF

Mar 19 • 04:00PM ET

31.39

-0.10 -0.32 %

Financial • Exchange Traded Fund • USA • CBOE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	11.66%	Total Holdings	6	Perf Week	-1.15%
Sponsor	Soundwatch	ETF Type		Tags	equity	Return% 3Y	15.04%	AUM	160.45M	Perf Month	-3.57%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	-2.75%
Index	-	Average Maturity		Tags	large-cap	Return% 10Y		52W High	32.91 -4.62%	Perf Half Y	-0.09%
Index Weighting		Commodity Type		Tags	SP500	Return% SI		52W Low	23.31 34.67%	Perf YTD	-2.81%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-0.50%	Volatility	0.33% 0.42%	Perf Year	10.94%
Dividend TTM	0.16 (0.51%)	ESG Type		Tags	-	Flows% 3M	-1.00%	ATR (14)	0.23	Perf 3Y	47.45%
Dividend Ex-Date	Dec 29, 2025	Dividend Type		Sector/Theme		Flows% YTD	-1.00%	RSI (14)	33.10	Perf 5Y	-
Dividend Gr. 3/5Y	-5.23% -	Structure Type		Region		Flows% 1Y		Beta	0.76	Perf 10Y	-
Expense	0.53%	Growth/Value		SMA20	-2.42%	Flows% 3Y		Rel Volume	0.17	Prev Close	31.49
Inverse/Leveraged		Market Cap		SMA50	-3.19%	Flows% 5Y		Avg Volume	3.09K	Price	31.39
IPO	Oct 25, 2022	Option/Short	No / Yes	SMA200	-0.02%	Trades		Volume	536	Change	-0.32%

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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