Bank of America
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Bank of America’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Bank of America’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 		– Sell
-19,572
Closed -$483K – 5740
2026
Q1 		$483K Buy
+19,572
New +$494K ﹤0.01% 4915
2025
Q4 		– Sell
-193
Closed -$4.81K – 7787
2025
Q3 		$4.81K Buy
+193
New +$4.65K ﹤0.01% 7313

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

Bank of America's HEGD Position: Q2 2026 in Review

Bank of America sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026, closing a stake of 19,572 shares — an estimated $483K sold.

Bank of America first reported a position in HEGD in Q3 2025 and held it in 2 quarters. The position peaked at $483K in Q1 2026. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Bank of America reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of America sold 19,572 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $483K.
  • Bank of America first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2025 and held it in 2 quarters.
  • Bank of America's Swan Hedged Equity US Large Cap ETF position peaked at $483K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.