Cambridge Investment Research Advisors
HEGD icon

Cambridge Investment Research Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Cambridge Investment Research 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 		$7.76M Buy
291,066
+10,316
+4% +$271K 0.02% 767
2026
Q1 		$6.93M Buy
280,750
+40,221
+17% +$1.02M 0.02% 779
2025
Q4 		$6.06M Buy
240,529
+22,250
+10% +$561K 0.02% 823
2025
Q3 		$5.44M Buy
218,279
+52,271
+31% +$1.26M 0.01% 864
2025
Q2 		$3.9M Buy
166,008
+20,864
+14% +$468K 0.01% 984
2025
Q1 		$3.18M Sell
145,144
-5,801
-4% -$131K 0.01% 1059
2024
Q4 		$3.38M Buy
150,945
+45,300
+43% +$1.02M 0.01% 1022
2024
Q3 		$2.35M Buy
105,645
+13,413
+15% +$290K 0.01% 1225
2024
Q2 		$1.96M Buy
92,232
+10,020
+12% +$207K 0.01% 1287
2024
Q1 		$1.7M Sell
82,212
-6,617
-7% -$132K 0.01% 1371
2023
Q4 		$1.73M Sell
88,829
-5,647
-6% -$105K 0.01% 1290
2023
Q3 		$1.71M Sell
94,476
-6,838
-7% -$127K 0.01% 1239
2023
Q2 		$1.88M Sell
101,314
-24,631
-20% -$440K 0.01% 1209
2023
Q1 		$2.22M Sell
125,945
-26,824
-18% -$468K 0.01% 1068
2022
Q4 		$2.62M Sell
152,769
-19,608
-11% -$342K 0.01% 934
2022
Q3 		$2.9M Buy
172,377
+10,136
+6% +$175K 0.02% 834
2022
Q2 		$2.77M Sell
162,241
-19,859
-11% -$351K 0.01% 878
2022
Q1 		$3.4M Buy
182,100
+42,294
+30% +$786K 0.02% 842
2021
Q4 		$2.73M Buy
139,806
+84,861
+154% +$1.62M 0.01% 970
2021
Q3 		$1M Buy
54,945
+8,398
+18% +$156K 0.01% 1516
2021
Q2 		$842K Buy
46,547
+18,590
+66% +$331K ﹤0.01% 1666
2021
Q1 		$481K Buy
+27,957
New +$477K ﹤0.01% 1932

Other funds holding HEGD

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
BWMG
Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return

Cambridge Investment Research Advisors's HEGD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 3.7% in Q2 2026, buying an estimated $271K and bringing the position to 291,066 shares worth $7.76M. The position accounts for 0.02% of the portfolio, ranked #767.

Cambridge Investment Research Advisors first reported a position in HEGD in Q1 2021 and has held it in 22 quarters since. 29 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Cambridge Investment Research Advisors held 291,066 shares of Swan Hedged Equity US Large Cap ETF worth $7.76M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 10,316 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $271K.
  • Swan Hedged Equity US Large Cap ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #767 holding.
  • Cambridge Investment Research Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 29 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.