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Advisor Resource Council’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Advisor Resource Council’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218K Sell
8,830
-5,637
-39% -$142K 0.07% 213
2025
Q4 		$365K Buy
14,467
+140
+1% +$3.53K 0.13% 165
2025
Q3 		$357K Buy
+14,327
New +$345K 0.48% 27
2025
Q2 		– Sell
-44,757
Closed -$980K – 352
2025
Q1 		$980K Buy
+44,757
New +$1.01M 0.08% 256
2024
Q2 		– Sell
-57,883
Closed -$1.13M – 122
2024
Q1 		$1.13M Sell
57,883
-177,307
-75% -$3.55M 0.48% 44
2023
Q4 		$4.59M Buy
235,190
+218,254
+1,289% +$4.06M 0.53% 48
2023
Q3 		$307K Buy
+16,936
New +$315K 0.16% 105

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Advisor Resource Council's HEGD Position: Q1 2026 in Review

Advisor Resource Council reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 39% in Q1 2026, selling an estimated $142K and leaving 8,830 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #213.

Advisor Resource Council first reported a position in HEGD in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.59M in Q4 2023. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Advisor Resource Council held 8,830 shares of Swan Hedged Equity US Large Cap ETF worth $218K as of Q1 2026.
  • Advisor Resource Council sold 5,637 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $142K.
  • Swan Hedged Equity US Large Cap ETF made up 0.07% of Advisor Resource Council's portfolio in Q1 2026, its #213 holding.
  • Advisor Resource Council first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2023 and has held it in 7 quarters since.
  • Advisor Resource Council's Swan Hedged Equity US Large Cap ETF position peaked at $4.59M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.