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Cullen/Frost Bankers’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Cullen/Frost Bankers’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 		$26.8K Hold
1,005
– – ﹤0.01% 1007
2026
Q1 		$24.8K Hold
1,005
– – ﹤0.01% 940
2025
Q4 		$25.3K Buy
1,005
+205
+26% +$5.17K ﹤0.01% 946
2025
Q3 		$19.9K Buy
+800
New +$19.3K ﹤0.01% 945

Other funds holding HEGD

BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
MWM
MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return

Cullen/Frost Bankers's HEGD Position: Q2 2026 in Review

Cullen/Frost Bankers held its Swan Hedged Equity US Large Cap ETF (HEGD) position steady in Q2 2026 at 1,005 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Cullen/Frost Bankers first reported a position in HEGD in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Cullen/Frost Bankers held 1,005 shares of Swan Hedged Equity US Large Cap ETF worth $26.8K as of Q2 2026.
  • Cullen/Frost Bankers left its Swan Hedged Equity US Large Cap ETF share count unchanged in Q2 2026.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #1007 holding.
  • Cullen/Frost Bankers first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.