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

Atria Wealth Solutions’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
Q2 		$935K Sell
39,787
-59,672
-60% -$1.34M 0.02% 666
2025
Q1 		$2.18M Buy
99,459
+31,277
+46% +$704K 0.03% 605
2024
Q4 		$1.53M Buy
68,182
+31,663
+87% +$716K 0.02% 745
2024
Q3 		$813K Buy
36,519
+14,441
+65% +$312K 0.01% 1000
2024
Q2 		$470K Buy
22,078
+3,158
+17% +$65.2K 0.01% 1269
2024
Q1 		$392K Buy
18,920
+4,599
+32% +$92K ﹤0.01% 1378
2023
Q4 		$281K Sell
14,321
-2,786
-16% -$51.9K ﹤0.01% 1542
2023
Q3 		$310K Sell
17,107
-543
-3% -$10.1K ﹤0.01% 1399
2023
Q2 		$327K Sell
17,650
-102
-0.6% -$1.82K ﹤0.01% 1380
2023
Q1 		$312K Sell
17,752
-115
-0.6% -$2.01K ﹤0.01% 1389
2022
Q4 		$309K Sell
17,867
-5,382
-23% -$93.8K 0.01% 1345
2022
Q3 		$391K Buy
23,249
+133
+0.6% +$2.3K 0.01% 1157
2022
Q2 		$394K Buy
+23,116
New +$408K 0.01% 1077

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 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 $376B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return