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

Avior Wealth Management’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 Q3	$14.6M	Buy	543,365 +9,741	+2%	+$262K	0.39%	60
2026 Q2	$14.2M	Sell	533,624 -42,501	-7%	-$1.11M	0.37%	62
2026 Q1	$14.2M	Buy	576,125 +11,391	+2%	+$288K	0.4%	53
2025 Q4	$14.2M	Buy	564,734 +105,564	+23%	+$2.66M	0.44%	52
2025 Q3	$11.4M	Buy	459,170 +2,332	+0.5%	+$56.2K	0.37%	58
2025 Q2	$10.7M	Sell	456,838 -20,467	-4%	-$459K	0.37%	58
2025 Q1	$10.5M	Buy	477,305 +31,868	+7%	+$718K	0.4%	54
2024 Q4	$10M	Buy	445,437 +37,693	+9%	+$852K	0.37%	58
2024 Q3	$9.08M	Buy	407,744 +134,022	+49%	+$2.9M	0.36%	58
2024 Q2	$5.82M	Buy	273,722 +12,426	+5%	+$257K	0.25%	72
2024 Q1	$5.42M	Buy	+261,296	New	+$5.23M	0.25%	75

Other funds holding HEGD

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SPWM

Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

GIPW

Granite Islands Private Wealth Guilford, Connecticut $170M AUM 25.06% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management's HEGD Position: Q3 2026 in Review

Avior Wealth Management increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 1.8% in Q3 2026, buying an estimated $262K and bringing the position to 543,365 shares worth $14.6M. The position accounts for 0.39% of the portfolio, ranked #60.

Avior Wealth Management first reported a position in HEGD in Q1 2024 and has held it in 11 quarters since. 10 funds tracked by Wall St. Rank hold HEGD as of Q3 2026.

Avior Wealth Management held 543,365 shares of Swan Hedged Equity US Large Cap ETF worth $14.6M as of Q3 2026.
Avior Wealth Management bought 9,741 Swan Hedged Equity US Large Cap ETF shares in Q3 2026, an estimated $262K.
Swan Hedged Equity US Large Cap ETF made up 0.39% of Avior Wealth Management's portfolio in Q3 2026, its #60 holding.
Avior Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2024 and has held it in 11 quarters since.
10 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.