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Clear Creek Financial Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Clear Creek Financial Management’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
2025
Q2 		– Sell
-13,068
Closed -$286K – 557
2025
Q1 		$286K Hold
13,068
– – 0.03% 405
2024
Q4 		$293K Sell
13,068
-76
-0.6% -$1.72K 0.03% 380
2024
Q3 		$293K Sell
13,144
-730
-5% -$15.8K 0.03% 349
2024
Q2 		$295K Hold
13,874
– – 0.04% 341
2024
Q1 		$288K Sell
13,874
-415
-3% -$8.31K 0.04% 336
2023
Q4 		$279K Hold
14,289
– – 0.04% 272
2023
Q3 		$259K Hold
14,289
– – 0.05% 256
2023
Q2 		$264K Sell
14,289
-2,215
-13% -$39.6K 0.05% 266
2023
Q1 		$290K Sell
16,504
-23,852
-59% -$416K 0.06% 227
2022
Q4 		$693K Sell
40,356
-4,935
-11% -$86K 0.15% 125
2022
Q3 		$762K Sell
45,291
-7,492
-14% -$130K 0.17% 105
2022
Q2 		$899K Sell
52,783
-10,190
-16% -$180K 0.19% 98
2022
Q1 		$1.18M Buy
62,973
+28,836
+84% +$536K 0.18% 111
2021
Q4 		$666K Buy
34,137
+14,822
+77% +$283K 0.1% 160
2021
Q3 		$352K Buy
+19,315
New +$358K 0.06% 223

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
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
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

Clear Creek Financial Management's HEGD Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2025, closing a stake of 13,068 shares — an estimated $286K sold.

Clear Creek Financial Management first reported a position in HEGD in Q3 2021 and held it in 15 quarters. The position peaked at $1.18M in Q1 2022. 63 funds tracked by Wall St. Rank hold HEGD as of Q2 2025.

  • Clear Creek Financial Management reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 13,068 Swan Hedged Equity US Large Cap ETF shares in Q2 2025, an estimated $286K.
  • Clear Creek Financial Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2021 and held it in 15 quarters.
  • Clear Creek Financial Management's Swan Hedged Equity US Large Cap ETF position peaked at $1.18M in Q1 2022.
  • 63 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.