EFS
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Essex Financial Services’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Essex Financial Services’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 		– Sell
-13,314
Closed -$292K – 698
2025
Q1 		$292K Buy
13,314
+3,202
+32% +$72.1K 0.02% 503
2024
Q4 		$227K Buy
+10,112
New +$229K 0.02% 568

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

Essex Financial Services's HEGD Position: Q2 2025 in Review

Essex Financial Services sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2025, closing a stake of 13,314 shares — an estimated $292K sold.

Essex Financial Services first reported a position in HEGD in Q4 2024 and held it in 2 quarters. The position peaked at $292K in Q1 2025. 63 funds tracked by Wall St. Rank hold HEGD as of Q2 2025.

  • Essex Financial Services reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Essex Financial Services sold 13,314 Swan Hedged Equity US Large Cap ETF shares in Q2 2025, an estimated $292K.
  • Essex Financial Services first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and held it in 2 quarters.
  • Essex Financial Services's Swan Hedged Equity US Large Cap ETF position peaked at $292K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2025.

Based on Essex Financial Services's 13F filing for Q2 2025, filed 16 Jul 2025.