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Soundwatch Hedged Equity ETF (SHDG)

Equity Hedged | Exchange Traded Fund | Cboe US
32.83 USD -0.17 (-0.506%) ⇩ (July 13, 2026, 12:25 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★★☆☆Dividends:★★☆☆☆
Hot Take | July 11, 2026, 5:03 a.m. EDT

The asset is currently trading in a tight consolidation range near its 52-week highs, showing minimal directional bias over the last two weeks. While the statistical forecast model hints at a slight upward lean, the signal is weak and should not drive a bullish entry given the lack of broader momentum confirmation. On the long-term horizon, the business story is compelling: the fund has delivered a solid 25% gain over the past two years with consistent positive annual returns, avoiding any multi-year structural decline. However, the valuation is steep at a trailing P/E of 27x, which suggests the market has already priced in significant future growth, leaving little margin of safety. For income seekers, the yield is negligible at roughly 0.5%, offering no meaningful buffer against inflation or capital erosion.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.008789
MSTL0.012279
AutoETS0.013381
AutoARIMA0.013765

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 55%
H-stat 3.10
Ljung-Box p 0.000
Jarque-Bera p 0.000
Excess Kurtosis 1.75
Attribute Value
Trailing P/E 27.01

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.49% 0.49% 0.78%
Dividend History
Date Dividend Yield %
2025-12-29 0.160 0.491370
2024-12-27 0.180 0.608725
2023-12-21 0.304 1.243862
2022-12-28 0.188 0.906330
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 0.49

Info Dump

Attribute Value
All Time High 32.996
All Time Low 20.545
Ask 51.23
Ask Size 200
Average Daily Volume10 Day 4,750
Average Daily Volume3 Month 4,524
Average Volume 4,524
Average Volume10Days 4,750
Beta3 Year 0.73
Bid 16.46
Bid Size 200
Category Equity Hedged
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 32.94
Day Low 32.8294
Dividend Yield 0.49
Eps Trailing Twelve Months 1.2152711
Esg Populated 0
Exchange BTS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 32.53838
Fifty Day Average Change 0.29101944
Fifty Day Average Change Percent 0.008943883
Fifty Two Week Change Percent 9.382606
Fifty Two Week High 32.996
Fifty Two Week High Change -0.16659927
Fifty Two Week High Change Percent -0.005049075
Fifty Two Week Low 30.013
Fifty Two Week Low Change 2.8163986
Fifty Two Week Low Change Percent 0.09383929
Fifty Two Week Range 30.013 - 32.996
First Trade Date Milliseconds 1,666,704,600,000
Five Year Average Return 0.0808283
Full Exchange Name Cboe US
Fund Family Soundwatch Capital
Fund Inception Date 1,480,464,000
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary 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.
Long Name Soundwatch Hedged Equity ETF
Market us_market
Market State PRE
Max Age 86,400
Message Board Id finmb_342581303
Nav Price 32.9744
Net Assets 162,419,920.0
Net Expense Ratio 0.91
Open 32.94
Previous Close 32.9964
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change -0.167
Regular Market Change Percent -0.506115
Regular Market Day High 32.94
Regular Market Day Low 32.8294
Regular Market Day Range 32.8294 - 32.94
Regular Market Open 32.94
Regular Market Previous Close 32.9964
Regular Market Price 32.8294
Regular Market Time 1,783,959,959
Regular Market Volume 912
Short Name Soundwatch Hedged Equity ETF
Source Interval 15
Symbol SHDG
Three Year Average Return 0.114512704
Total Assets 162,419,920
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 27.014053
Trailing Peg Ratio None
Trailing Three Month Nav Returns 6.30303
Trailing Three Month Returns 6.30303
Triggerable 1
Two Hundred Day Average 32.185184
Two Hundred Day Average Change 0.64421463
Two Hundred Day Average Change Percent 0.020015875
Type Disp ETF
Volume 912
Yield 0.0049
Ytd Return 1.18881