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Epic Trust Investment Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Epic Trust Investment 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
2022
Q2 		– Sell
-11,815
Closed -$223K – 80
2022
Q1 		$223K Buy
11,815
+325
+3% +$6.04K 0.35% 69
2021
Q4 		$224K Buy
+11,490
New +$220K 0.33% 69

Other funds holding HEGD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Epic Trust Investment Advisors's HEGD Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2022, closing a stake of 11,815 shares — an estimated $223K sold.

Epic Trust Investment Advisors first reported a position in HEGD in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 30 funds tracked by Wall St. Rank hold HEGD as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 11,815 Swan Hedged Equity US Large Cap ETF shares in Q2 2022, an estimated $223K.
  • Epic Trust Investment Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2021 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $224K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.