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Blueprint Financial Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Blueprint Financial Advisors’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 		$22.8M Buy
857,002
+92,103
+12% +$2.42M 2.54% 7
2026
Q1 		$18.9M Buy
764,899
+30,972
+4% +$782K 2.8% 5
2025
Q4 		$18.5M Buy
733,927
+45,382
+7% +$1.15M 2.82% 5
2025
Q3 		$17.2M Buy
688,545
+235,057
+52% +$5.66M 3.71% 5
2025
Q2 		$10.7M Buy
453,488
+215,660
+91% +$4.84M 3.42% 5
2025
Q1 		$5.21M Buy
+237,828
New +$5.36M 2.83% 11

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
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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Blueprint Financial Advisors's HEGD Position: Q2 2026 in Review

Blueprint Financial Advisors increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 12% in Q2 2026, buying an estimated $2.42M and bringing the position to 857,002 shares worth $22.8M. The position accounts for 2.54% of the portfolio, ranked #7.

Blueprint Financial Advisors first reported a position in HEGD in Q1 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Blueprint Financial Advisors held 857,002 shares of Swan Hedged Equity US Large Cap ETF worth $22.8M as of Q2 2026.
  • Blueprint Financial Advisors bought 92,103 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $2.42M.
  • Swan Hedged Equity US Large Cap ETF made up 2.54% of Blueprint Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Blueprint Financial Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.