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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
Q2 		$271K Sell
10,157
-8,289
-45% -$217K 0.01% 855
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

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

EverSource Wealth Advisors's HEGD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 45% in Q2 2026, selling an estimated $217K and leaving 10,157 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #855.

EverSource Wealth Advisors first reported a position in HEGD in Q1 2025 and has held it in 6 quarters since. The position peaked at $456K in Q1 2026. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • EverSource Wealth Advisors held 10,157 shares of Swan Hedged Equity US Large Cap ETF worth $271K as of Q2 2026.
  • EverSource Wealth Advisors sold 8,289 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $217K.
  • Swan Hedged Equity US Large Cap ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #855 holding.
  • EverSource Wealth Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $456K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.