Baird Financial Group
HEGD icon

Baird Financial Group’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Baird Financial Group’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 		$1.88M Sell
76,110
-56
-0.1% -$1.42K ﹤0.01% 1071
2025
Q4 		$1.92M Buy
76,166
+1,779
+2% +$44.9K ﹤0.01% 1054
2025
Q3 		$1.85M Buy
74,387
+1,134
+2% +$27.3K ﹤0.01% 1075
2025
Q2 		$1.72M Buy
73,253
+27,617
+61% +$620K ﹤0.01% 1053
2025
Q1 		$999K Sell
45,636
-5,929
-11% -$134K ﹤0.01% 1180
2024
Q4 		$1.16M Sell
51,565
-6,589
-11% -$149K ﹤0.01% 1141
2024
Q3 		$1.29M Buy
58,154
+5,359
+10% +$116K ﹤0.01% 1091
2024
Q2 		$1.12M Buy
52,795
+8,162
+18% +$169K ﹤0.01% 1131
2024
Q1 		$925K Buy
44,633
+5,922
+15% +$119K ﹤0.01% 1181
2023
Q4 		$756K Buy
38,711
+19,168
+98% +$357K ﹤0.01% 1219
2023
Q3 		$354K Buy
19,543
+3,008
+18% +$55.9K ﹤0.01% 1457
2023
Q2 		$306K Sell
16,535
-55,867
-77% -$999K ﹤0.01% 1501
2023
Q1 		$1.27M Buy
72,402
+10,423
+17% +$182K ﹤0.01% 1026
2022
Q4 		$1.06M Sell
61,979
-26,341
-30% -$459K ﹤0.01% 1054
2022
Q3 		$1.49M Buy
88,320
+26,434
+43% +$458K ﹤0.01% 937
2022
Q2 		$1.05M Buy
+61,886
New +$1.09M ﹤0.01% 1064

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

Baird Financial Group's HEGD Position: Q1 2026 in Review

Baird Financial Group reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 0.07% in Q1 2026, selling an estimated $1.42K and leaving 76,110 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Baird Financial Group first reported a position in HEGD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.92M in Q4 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Baird Financial Group held 76,110 shares of Swan Hedged Equity US Large Cap ETF worth $1.88M as of Q1 2026.
  • Baird Financial Group sold 56 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $1.42K.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1071 holding.
  • Baird Financial Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Baird Financial Group's Swan Hedged Equity US Large Cap ETF position peaked at $1.92M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.