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Atria Investments’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Atria Investments’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 		$7.93M Buy
320,914
+17,564
+6% +$444K 0.09% 247
2025
Q4 		$7.65M Buy
303,350
+5,264
+2% +$133K 0.09% 258
2025
Q3 		$7.43M Buy
298,086
+15,757
+6% +$380K 0.08% 263
2025
Q2 		$6.63M Sell
282,329
-681
-0.2% -$15.3K 0.08% 286
2025
Q1 		$6.2M Buy
283,010
+4,589
+2% +$103K 0.08% 303
2024
Q4 		$6.24M Buy
278,421
+31,091
+13% +$703K 0.08% 291
2024
Q3 		$5.51M Buy
247,330
+25,238
+11% +$546K 0.07% 327
2024
Q2 		$4.72M Buy
222,092
+25,087
+13% +$518K 0.06% 351
2024
Q1 		$4.08M Buy
197,005
+44,717
+29% +$895K 0.06% 397
2023
Q4 		$2.97M Buy
152,288
+29,439
+24% +$548K 0.05% 453
2023
Q3 		$2.23M Buy
122,849
+49,311
+67% +$917K 0.04% 534
2023
Q2 		$1.36M Buy
+73,538
New +$1.31M 0.02% 709

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

Atria Investments's HEGD Position: Q1 2026 in Review

Atria Investments increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 5.8% in Q1 2026, buying an estimated $444K and bringing the position to 320,914 shares worth $7.93M. The position accounts for 0.09% of the portfolio, ranked #247.

Atria Investments first reported a position in HEGD in Q2 2023 and has held it in 12 quarters since. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Atria Investments held 320,914 shares of Swan Hedged Equity US Large Cap ETF worth $7.93M as of Q1 2026.
  • Atria Investments bought 17,564 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $444K.
  • Swan Hedged Equity US Large Cap ETF made up 0.09% of Atria Investments's portfolio in Q1 2026, its #247 holding.
  • Atria Investments first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.