CFA
HEGD icon

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

Camarda 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 		$1.28M Sell
51,707
-937
-2% -$23.7K 0.67% 57
2025
Q4 		$1.33M Sell
52,644
-4,316
-8% -$109K 0.51% 62
2025
Q3 		$1.42M Sell
56,960
-2,804
-5% -$67.6K 0.52% 61
2025
Q2 		$1.4M Buy
59,764
+2,817
+5% +$63.2K 0.55% 57
2025
Q1 		$1.25M Sell
56,947
-793
-1% -$17.9K 0.56% 49
2024
Q4 		$1.29M Buy
+57,740
New +$1.31M 0.49% 55

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

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

Camarda Financial Advisors reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 1.8% in Q1 2026, selling an estimated $23.7K and leaving 51,707 shares worth $1.28M. The position accounts for 0.67% of the portfolio, ranked #57.

Camarda Financial Advisors first reported a position in HEGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q3 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Camarda Financial Advisors held 51,707 shares of Swan Hedged Equity US Large Cap ETF worth $1.28M as of Q1 2026.
  • Camarda Financial Advisors sold 937 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $23.7K.
  • Swan Hedged Equity US Large Cap ETF made up 0.67% of Camarda Financial Advisors's portfolio in Q1 2026, its #57 holding.
  • Camarda Financial Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Camarda Financial Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $1.42M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

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