AWM
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AE Wealth Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-73
Closed -$1.72K – 2322
2025
Q2 		$1.72K Sell
73
-14,350
-99% -$322K ﹤0.01% 2054
2025
Q1 		$316K Buy
14,423
+10,036
+229% +$226K ﹤0.01% 1065
2024
Q4 		$98.3K Buy
+4,387
New +$99.2K ﹤0.01% 1430

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AE Wealth Management's HEGD Position: Q3 2025 in Review

AE Wealth Management sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q3 2025, closing a stake of 73 shares — an estimated $1.72K sold.

AE Wealth Management first reported a position in HEGD in Q4 2024 and held it in 3 quarters. The position peaked at $316K in Q1 2025. 69 funds tracked by Wall St. Rank hold HEGD as of Q3 2025.

  • AE Wealth Management reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 73 Swan Hedged Equity US Large Cap ETF shares in Q3 2025, an estimated $1.72K.
  • AE Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's Swan Hedged Equity US Large Cap ETF position peaked at $316K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.