SHDG

Soundwatch Hedged Equity ETF

Sep 18 • 01:53PM ET

31.45

+0.04 0.12 %

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	0.27%
Sponsor	Soundwatch	ETF Type		Tags	equity	Return% 3Y	-	AUM	163.28M	Perf Month	2.48%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	8.35%
Index	-	Average Maturity		Tags	large-cap	Return% 10Y		52W High	31.43 0.08%	Perf Half Y	8.19%
Index Weighting		Commodity Type		Tags	SP500	Return% SI		52W Low	23.31 34.94%	Perf YTD	8.03%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-0.95%	Volatility	0.11% 0.19%	Perf Year	12.77%
Dividend TTM	0.18 (0.57%)	ESG Type		Tags	-	Flows% 3M	-0.49%	ATR (14)	0.11	Perf 3Y	-
Dividend Ex-Date	Dec 27, 2024	Dividend Type		Sector/Theme		Flows% YTD	1.30%	RSI (14)	72.88	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	0.76	Perf 10Y	-
Expense	0.53%	Growth/Value		SMA20	1.13%	Flows% 3Y		Rel Volume	2.13	Prev Close	31.42
Inverse/Leveraged		Market Cap		SMA50	2.92%	Flows% 5Y		Avg Volume	5.42K	Price	31.45
IPO	Oct 25, 2022	Option/Short	No / Yes	SMA200	7.15%	Trades		Volume	9,203	Change	0.12%

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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