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SHDG

Soundwatch Hedged Equity ETF

Mar 20 • 04:00PM ET

31.08

-0.31 -1.00 %

Financial • Exchange Traded Fund • USA • CBOE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	10.37%	Total Holdings	6	Perf Week	-1.63%
Sponsor	Soundwatch	ETF Type		Tags	equity	Return% 3Y	14.32%	AUM	158.62M	Perf Month	-4.23%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	-2.55%
Index	-	Average Maturity		Tags	large-cap	Return% 10Y		52W High	32.91 -5.57%	Perf Half Y	-1.34%
Index Weighting		Commodity Type		Tags	SP500	Return% SI		52W Low	23.31 33.32%	Perf YTD	-3.78%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-0.51%	Volatility	0.25% 0.42%	Perf Year	10.12%
Dividend TTM	0.16 (0.51%)	ESG Type		Tags	-	Flows% 3M	-1.02%	ATR (14)	0.24	Perf 3Y	43.70%
Dividend Ex-Date	Dec 29, 2025	Dividend Type		Sector/Theme		Flows% YTD	-1.02%	RSI (14)	28.95	Perf 5Y	-
Dividend Gr. 3/5Y	-5.23% -	Structure Type		Region		Flows% 1Y		Beta	0.76	Perf 10Y	-
Expense	0.53%	Growth/Value		SMA20	-3.17%	Flows% 3Y		Rel Volume	0.33	Prev Close	31.39
Inverse/Leveraged		Market Cap		SMA50	-4.07%	Flows% 5Y		Avg Volume	3.09K	Price	31.08
IPO	Oct 25, 2022	Option/Short	No / Yes	SMA200	-1.05%	Trades		Volume	1,026	Change	-1.00%

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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