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
Q3 		– Sell
-16,333
Closed -$384K – 1503
2025
Q2 		$384K Sell
16,333
-65,968
-80% -$1.48M ﹤0.01% 1228
2025
Q1 		$1.8M Buy
82,301
+25,435
+45% +$573K 0.01% 616
2024
Q4 		$1.27M Buy
56,866
+38,241
+205% +$864K ﹤0.01% 827
2024
Q3 		$415K Buy
18,625
+2,879
+18% +$62.2K ﹤0.01% 1292
2024
Q2 		$335K Buy
15,746
+3,055
+24% +$63.1K ﹤0.01% 1320
2024
Q1 		$263K Buy
+12,691
New +$254K ﹤0.01% 1429
2023
Q4 		– Sell
-14,859
Closed -$269K – 1562
2023
Q3 		$269K Buy
+14,859
New +$276K ﹤0.01% 1282

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Envestnet Portfolio Solutions's HEGD Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q3 2025, closing a stake of 16,333 shares — an estimated $384K sold.

Envestnet Portfolio Solutions first reported a position in HEGD in Q3 2023 and held it in 7 quarters. The position peaked at $1.8M in Q1 2025. 69 funds tracked by Wall St. Rank hold HEGD as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 16,333 Swan Hedged Equity US Large Cap ETF shares in Q3 2025, an estimated $384K.
  • Envestnet Portfolio Solutions first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Swan Hedged Equity US Large Cap ETF position peaked at $1.8M in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.