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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
Q2 		$8.83M Buy
331,070
+10,156
+3% +$266K 0.09% 240
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

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Atria Investments's HEGD Position: Q2 2026 in Review

Atria Investments increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 3.2% in Q2 2026, buying an estimated $266K and bringing the position to 331,070 shares worth $8.83M. The position accounts for 0.09% of the portfolio, ranked #240.

Atria Investments first reported a position in HEGD in Q2 2023 and has held it in 13 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Atria Investments held 331,070 shares of Swan Hedged Equity US Large Cap ETF worth $8.83M as of Q2 2026.
  • Atria Investments bought 10,156 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $266K.
  • Swan Hedged Equity US Large Cap ETF made up 0.09% of Atria Investments's portfolio in Q2 2026, its #240 holding.
  • Atria Investments first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.