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DHJJ Financial Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

DHJJ Financial 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
2026
Q2 		$267 Hold
10
– – ﹤0.01% 974
2026
Q1 		$247 Hold
10
– – ﹤0.01% 974
2025
Q4 		$253 Hold
10
– – ﹤0.01% 934
2025
Q3 		$250 Hold
10
– – ﹤0.01% 897
2025
Q2 		$235 Hold
10
– – ﹤0.01% 878
2025
Q1 		$219 Hold
10
– – ﹤0.01% 840
2024
Q4 		$224 Hold
10
– – ﹤0.01% 810
2024
Q3 		$223 Hold
10
– – ﹤0.01% 791
2024
Q2 		$213 Hold
10
– – ﹤0.01% 743
2024
Q1 		$208 Hold
10
– – ﹤0.01% 734
2023
Q4 		$196 Hold
10
– – ﹤0.01% 727
2023
Q3 		$182 Buy
+10
New +$186 ﹤0.01% 723

Other funds holding HEGD

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

DHJJ Financial Advisors's HEGD Position: Q2 2026 in Review

DHJJ Financial Advisors held its Swan Hedged Equity US Large Cap ETF (HEGD) position steady in Q2 2026 at 10 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #974.

DHJJ Financial Advisors first reported a position in HEGD in Q3 2023 and has held it in 12 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • DHJJ Financial Advisors held 10 shares of Swan Hedged Equity US Large Cap ETF worth $267 as of Q2 2026.
  • DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #974 holding.
  • DHJJ Financial Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.