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Blueprint Investment Partners’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Blueprint Investment Partners’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 		$44.2M Buy
1,658,700
+101,890
+7% +$2.67M 3.69% 5
2026
Q1 		$38.5M Sell
1,556,810
-7,726
-0.5% -$195K 3.92% 6
2025
Q4 		$39.4M Buy
1,564,536
+52,907
+3% +$1.33M 4.22% 5
2025
Q3 		$37.7M Buy
1,511,629
+239,332
+19% +$5.77M 5.29% 3
2025
Q2 		$29.9M Buy
1,272,297
+550,431
+76% +$12.4M 5.3% 4
2025
Q1 		$15.8M Buy
721,866
+198,935
+38% +$4.48M 2.89% 8
2024
Q4 		$11.7M Buy
+522,931
New +$11.8M 1.86% 13

Other funds holding HEGD

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Blueprint Investment Partners's HEGD Position: Q2 2026 in Review

Blueprint Investment Partners increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 6.5% in Q2 2026, buying an estimated $2.67M and bringing the position to 1,658,700 shares worth $44.2M. The position accounts for 3.69% of the portfolio, ranked #5.

Blueprint Investment Partners first reported a position in HEGD in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Blueprint Investment Partners held 1,658,700 shares of Swan Hedged Equity US Large Cap ETF worth $44.2M as of Q2 2026.
  • Blueprint Investment Partners bought 101,890 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $2.67M.
  • Swan Hedged Equity US Large Cap ETF made up 3.69% of Blueprint Investment Partners's portfolio in Q2 2026, its #5 holding.
  • Blueprint Investment Partners first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.