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Cetera Advisor Networks’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Cetera Advisor Networks’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
2022
Q3 		– Sell
-40,146
Closed -$685K – 2127
2022
Q2 		$685K Buy
40,146
+7,733
+24% +$137K 0.01% 1079
2022
Q1 		$606K Buy
+32,413
New +$603K 0.01% 1179

Other funds holding HEGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Cetera Advisor Networks's HEGD Position: Q3 2022 in Review

Cetera Advisor Networks sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q3 2022, closing a stake of 40,146 shares — an estimated $685K sold.

Cetera Advisor Networks first reported a position in HEGD in Q1 2022 and held it in 2 quarters. The position peaked at $685K in Q2 2022. 27 funds tracked by Wall St. Rank hold HEGD as of Q3 2022.

  • Cetera Advisor Networks reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Cetera Advisor Networks sold 40,146 Swan Hedged Equity US Large Cap ETF shares in Q3 2022, an estimated $685K.
  • Cetera Advisor Networks first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2022 and held it in 2 quarters.
  • Cetera Advisor Networks's Swan Hedged Equity US Large Cap ETF position peaked at $685K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2022.

Based on Cetera Advisor Networks's 13F filing for Q3 2022, filed 14 Nov 2022.