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EverSource Wealth Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

EverSource Wealth 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
2026
Q1 		$456K Buy
18,446
+4,119
+29% +$104K 0.01% 640
2025
Q4 		$361K Buy
14,327
+7,015
+96% +$177K 0.01% 674
2025
Q3 		$182K Sell
7,312
-554
-7% -$13.3K 0.01% 956
2025
Q2 		$185K Buy
7,866
+1,689
+27% +$37.9K 0.01% 891
2025
Q1 		$135K Buy
+6,177
New +$139K 0.01% 801

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

EverSource Wealth Advisors's HEGD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 29% in Q1 2026, buying an estimated $104K and bringing the position to 18,446 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #640.

EverSource Wealth Advisors first reported a position in HEGD in Q1 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • EverSource Wealth Advisors held 18,446 shares of Swan Hedged Equity US Large Cap ETF worth $456K as of Q1 2026.
  • EverSource Wealth Advisors bought 4,119 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $104K.
  • Swan Hedged Equity US Large Cap ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #640 holding.
  • EverSource Wealth Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.