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Empire Financial Management Company’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Empire Financial Management Company’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 		$275K Buy
11,133
+1,200
+12% +$30.3K 0.06% 188
2025
Q4 		$250K Hold
9,933
– – 0.05% 194
2025
Q3 		$248K Buy
+9,933
New +$239K 0.06% 190

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 $391M AUM 22.7% 1-Year Est. Return

Empire Financial Management Company's HEGD Position: Q1 2026 in Review

Empire Financial Management Company increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 12% in Q1 2026, buying an estimated $30.3K and bringing the position to 11,133 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #188.

Empire Financial Management Company first reported a position in HEGD in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Empire Financial Management Company held 11,133 shares of Swan Hedged Equity US Large Cap ETF worth $275K as of Q1 2026.
  • Empire Financial Management Company bought 1,200 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $30.3K.
  • Swan Hedged Equity US Large Cap ETF made up 0.06% of Empire Financial Management Company's portfolio in Q1 2026, its #188 holding.
  • Empire Financial Management Company first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.