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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
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

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
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Blueprint Financial Advisors's HEGD Position: Q1 2026 in Review

Blueprint Financial Advisors increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 4.2% in Q1 2026, buying an estimated $782K and bringing the position to 764,899 shares worth $18.9M. The position accounts for 2.8% of the portfolio, ranked #5.

Blueprint Financial Advisors first reported a position in HEGD in Q1 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Blueprint Financial Advisors held 764,899 shares of Swan Hedged Equity US Large Cap ETF worth $18.9M as of Q1 2026.
  • Blueprint Financial Advisors bought 30,972 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $782K.
  • Swan Hedged Equity US Large Cap ETF made up 2.8% of Blueprint Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • Blueprint Financial Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.