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Ausdal Financial Partners’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Ausdal Financial Partners’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 		$9.13M Buy
369,577
+21,834
+6% +$552K 0.41% 43
2025
Q4 		$8.77M Buy
347,743
+14,114
+4% +$356K 0.41% 51
2025
Q3 		$8.31M Buy
333,629
+291,314
+688% +$7.02M 0.4% 48
2025
Q2 		$994K Sell
42,315
-1,654
-4% -$37.1K 0.07% 265
2025
Q1 		$963K Buy
+43,969
New +$990K 0.07% 248
2024
Q4 		– Sell
-12,726
Closed -$283K – 579
2024
Q3 		$283K Buy
+12,726
New +$275K 0.03% 422

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

Ausdal Financial Partners's HEGD Position: Q1 2026 in Review

Ausdal Financial Partners increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 6.3% in Q1 2026, buying an estimated $552K and bringing the position to 369,577 shares worth $9.13M. The position accounts for 0.41% of the portfolio, ranked #43.

Ausdal Financial Partners first reported a position in HEGD in Q3 2024 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Ausdal Financial Partners held 369,577 shares of Swan Hedged Equity US Large Cap ETF worth $9.13M as of Q1 2026.
  • Ausdal Financial Partners bought 21,834 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $552K.
  • Swan Hedged Equity US Large Cap ETF made up 0.41% of Ausdal Financial Partners's portfolio in Q1 2026, its #43 holding.
  • Ausdal Financial Partners first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2024 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.