Envestnet Portfolio Solutions
HEGD icon

Envestnet Portfolio Solutions’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		$384K Sell
2025
Q1 		$1.8M Buy
2024
Q4 		$1.27M Buy
2024
Q3 		$415K Buy
2024
Q2 		$335K Buy
2024
Q1 		$263K Buy
2023
Q4 		– Sell
2023
Q3 		$269K Buy