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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
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

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

DHJJ Financial Advisors's HEGD Position: Q1 2026 in Review

DHJJ Financial Advisors held its Swan Hedged Equity US Large Cap ETF (HEGD) position steady in Q1 2026 at 10 shares worth $247. 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 11 quarters since. The position peaked at $253 in Q4 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • DHJJ Financial Advisors held 10 shares of Swan Hedged Equity US Large Cap ETF worth $247 as of Q1 2026.
  • DHJJ Financial Advisors left its Swan Hedged Equity US Large Cap ETF share count unchanged in Q1 2026.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 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 11 quarters since.
  • DHJJ Financial Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $253 in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.