EH
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Equitable Holdings’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Equitable Holdings’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
Q2 		– Sell
-8,250
Closed -$208K – 1841
2026
Q1 		$208K Sell
8,250
-1,184
-13% -$29.9K ﹤0.01% 1592
2025
Q4 		$238K Sell
9,434
-1,595
-14% -$40.2K ﹤0.01% 1435
2025
Q3 		$275K Buy
+11,029
New +$266K ﹤0.01% 1307

Other funds holding HEGD

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Equitable Holdings's HEGD Position: Q2 2026 in Review

Equitable Holdings sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026, closing a stake of 8,250 shares — an estimated $208K sold.

Equitable Holdings first reported a position in HEGD in Q3 2025 and held it in 3 quarters. The position peaked at $275K in Q3 2025. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Equitable Holdings reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Equitable Holdings sold 8,250 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $208K.
  • Equitable Holdings first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2025 and held it in 3 quarters.
  • Equitable Holdings's Swan Hedged Equity US Large Cap ETF position peaked at $275K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.