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SHDG

Soundwatch Hedged Equity ETF

Mar 16 • 01:38PM ET

31.80

+0.21 0.65 %

Financial • Exchange Traded Fund • USA • CBOE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	12.62%	Total Holdings	7	Perf Week	-1.19%
Sponsor	Soundwatch	ETF Type		Tags	equity	Return% 3Y	14.13%	AUM	160.99M	Perf Month	-1.68%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	-2.61%
Index	-	Average Maturity		Tags	large-cap	Return% 10Y		52W High	32.91 -3.38%	Perf Half Y	1.35%
Index Weighting		Commodity Type		Tags	SP500	Return% SI		52W Low	23.31 36.42%	Perf YTD	-1.54%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-0.50%	Volatility	0.50% 0.49%	Perf Year	12.53%
Dividend TTM	0.16 (0.50%)	ESG Type		Tags	-	Flows% 3M	-1.00%	ATR (14)	0.24	Perf 3Y	49.36%
Dividend Ex-Date	Dec 29, 2025	Dividend Type		Sector/Theme		Flows% YTD	-1.00%	RSI (14)	39.33	Perf 5Y	-
Dividend Gr. 3/5Y	-5.23% -	Structure Type		Region		Flows% 1Y		Beta	0.76	Perf 10Y	-
Expense	0.53%	Growth/Value		SMA20	-1.57%	Flows% 3Y		Rel Volume	0.07	Prev Close	31.59
Inverse/Leveraged		Market Cap		SMA50	-2.09%	Flows% 5Y		Avg Volume	3.40K	Price	31.80
IPO	Oct 25, 2022	Option/Short	No / Yes	SMA200	1.42%	Trades		Volume	219	Change	0.65%

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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