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SHDG

Soundwatch Hedged Equity ETF

Apr 20 • 04:00PM ET

31.95

-0.04 -0.14 %

Financial • Exchange Traded Fund • USA • CBOE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	18.74%	Total Holdings	7	Perf Week	0.90%
Sponsor	Soundwatch	ETF Type		Tags	equity	Return% 3Y	13.54%	AUM	163.10M	Perf Month	1.78%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	-2.20%
Index	-	Average Maturity		Tags	large-cap	Return% 10Y		52W High	32.91 -2.92%	Perf Half Y	1.49%
Index Weighting		Commodity Type		Tags	SP500	Return% SI		52W Low	26.11 22.36%	Perf YTD	-1.08%
Active/Passive		Quant Type		Tags	-	Flows% 1M	0.00%	Volatility	0.23% 0.38%	Perf Year	19.78%
Dividend TTM	0.16 (0.50%)	ESG Type		Tags	-	Flows% 3M	-0.50%	ATR (14)	0.19	Perf 3Y	41.80%
Dividend Ex-Date	Dec 29, 2025	Dividend Type		Sector/Theme		Flows% YTD	-0.99%	RSI (14)	60.61	Perf 5Y	-
Dividend Gr. 3/5Y	-5.23% -	Structure Type		Region		Flows% 1Y		Beta	0.74	Perf 10Y	-
Expense	0.91%	Growth/Value		SMA20	2.07%	Flows% 3Y		Rel Volume	0.55	Prev Close	31.99
Inverse/Leveraged		Market Cap		SMA50	0.24%	Flows% 5Y		Avg Volume	3.41K	Price	31.95
IPO	Oct 25, 2022	Option/Short	No / Yes	SMA200	1.00%	Trades		Volume	1,876	Change	-0.14%

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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