Soundwatch Hedged Equity ETF (SHDG) Research

This fund dedicates at least 80% of its net assets, combined with any borrowed capital utilized for investment, to a varied selection of equity-based instruments or other investments designed to offer similar economic exposure to stocks. These investments may consist of common shares of U.S. companies listed on exchanges, futures contracts tied to stock indices, and/or exchange-traded funds (ETFs) that track prominent U.S. large-capitalization benchmarks, such as the S&P 500 Index.

Market snapshot

Symbol
SHDG
Price
$32.67
Day change
+0.11%
Market cap
$163.7M
52-week range
29.295-32.91
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Adaptiv Select ETF (ADPV)
  • AllianzIM U.S. Equity Buffer20 Apr ETF (APRW)
  • AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW)
  • Global X - Video Games & Esports ETF (HERO)
  • LHA Market State Tactical Beta ETF (MSTB)
  • AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW)
  • ALPS Funds O’Shares Global Internet Giants ETF (OGIG)
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ)

Open Soundwatch Hedged Equity ETF (SHDG) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.