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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72K Sell
73
-14,350
-99% -$337K ﹤0.01% 2054
2025
Q1
$316K Buy
14,423
+10,036
+229% +$220K ﹤0.01% 1065
2024
Q4
$98.3K Buy
+4,387
New +$98.3K ﹤0.01% 1430