Clearview Wealth Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Clearview Wealth 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
2024 Q1	–	Sell	-17,950	Closed	-$350K	–	119
2023 Q4	$350K	Sell	17,950 -3,580	-17%	-$66.6K	0.41%	80
2023 Q3	$390K	Sell	21,530 -2,180	-9%	-$40.5K	0.48%	71
2023 Q2	$439K	Sell	23,710 -349	-1%	-$6.24K	0.45%	68
2023 Q1	$423K	Sell	24,059 -1,386	-5%	-$24.2K	0.43%	71
2022 Q4	$437K	Sell	25,445 -6,420	-20%	-$112K	0.34%	66
2022 Q3	$536K	Sell	31,865 -2,458	-7%	-$42.5K	0.42%	43
2022 Q2	$585K	Buy	34,323 +1,888	+6%	+$33.3K	0.44%	45
2022 Q1	$607K	Buy	32,435 +29,617	+1,051%	+$551K	0.4%	45
2021 Q4	$55K	Buy	+2,818	New	+$53.9K	0.03%	221

Other funds holding HEGD

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clearview Wealth Advisors's HEGD Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2024, closing a stake of 17,950 shares — an estimated $350K sold.

Clearview Wealth Advisors first reported a position in HEGD in Q4 2021 and held it in 9 quarters. The position peaked at $607K in Q1 2022. 40 funds tracked by Wall St. Rank hold HEGD as of Q1 2024.

Clearview Wealth Advisors reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q1 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 17,950 Swan Hedged Equity US Large Cap ETF shares in Q1 2024, an estimated $350K.
Clearview Wealth Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2021 and held it in 9 quarters.
Clearview Wealth Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $607K in Q1 2022.
40 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.