CFD
HEGD icon

Creative Financial Designs’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Creative Financial Designs’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 		$125K Sell
5,057
-40
-0.8% -$1.01K 0.01% 632
2025
Q4 		$128K Sell
5,097
-100
-2% -$2.52K 0.01% 594
2025
Q3 		$130K Sell
5,197
-100
-2% -$2.41K 0.01% 573
2025
Q2 		$124K Hold
5,297
– – 0.01% 614
2025
Q1 		$116K Sell
5,297
-45
-0.8% -$1.01K 0.01% 576
2024
Q4 		$120K Hold
5,342
– – 0.01% 560
2024
Q3 		$119K Buy
5,342
+57
+1% +$1.23K 0.01% 561
2024
Q2 		$112K Sell
5,285
-16,216
-75% -$335K 0.01% 560
2024
Q1 		$446K Buy
21,501
+1,467
+7% +$29.4K 0.04% 280
2023
Q4 		$391K Sell
20,034
-3,454
-15% -$64.3K 0.04% 272
2023
Q3 		$425K Sell
23,488
-495
-2% -$9.2K 0.05% 241
2023
Q2 		$444K Sell
23,983
-1,800
-7% -$32.2K 0.05% 229
2023
Q1 		$454K Sell
25,783
-3,831
-13% -$66.8K 0.06% 217
2022
Q4 		$508K Sell
29,614
-2,287
-7% -$39.8K 0.08% 196
2022
Q3 		$537K Sell
31,901
-1,128
-3% -$19.5K 0.09% 175
2022
Q2 		$563K Buy
33,029
+1,476
+5% +$26.1K 0.09% 172
2022
Q1 		$590K Buy
31,553
+5,088
+19% +$94.6K 0.09% 174
2021
Q4 		$516K Buy
26,465
+10,135
+62% +$194K 0.08% 187
2021
Q3 		$298K Buy
16,330
+6,825
+72% +$127K 0.05% 246
2021
Q2 		$172K Buy
9,505
+5,625
+145% +$100K 0.03% 321
2021
Q1 		$67K Buy
+3,880
New +$66.2K 0.01% 499

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

Creative Financial Designs's HEGD Position: Q1 2026 in Review

Creative Financial Designs reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 0.78% in Q1 2026, selling an estimated $1.01K and leaving 5,057 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #632.

Creative Financial Designs first reported a position in HEGD in Q1 2021 and has held it in 21 quarters since. The position peaked at $590K in Q1 2022. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Creative Financial Designs held 5,057 shares of Swan Hedged Equity US Large Cap ETF worth $125K as of Q1 2026.
  • Creative Financial Designs sold 40 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $1.01K.
  • Swan Hedged Equity US Large Cap ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #632 holding.
  • Creative Financial Designs first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Creative Financial Designs's Swan Hedged Equity US Large Cap ETF position peaked at $590K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.