Financial Designs’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Financial Designs’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 Q3	$16.5M	Buy	615,923 +8,291	+1%	+$223K	8.52%	3
2026 Q2	$16.2M	Buy	607,632 +61,290	+11%	+$1.61M	8.68%	3
2026 Q1	$13.5M	Buy	546,342 +189	+0%	+$4.78K	7.51%	6
2025 Q4	$13.8M	Buy	546,153 +17,899	+3%	+$452K	7.8%	4
2025 Q3	$13.4M	Buy	528,254 +4,969	+0.9%	+$120K	7.78%	4
2025 Q2	$12.3M	Buy	523,285 +977	+0.2%	+$21.9K	7.54%	5
2025 Q1	$11.4M	Buy	+522,308	New	+$11.8M	7.97%	5

Other funds holding HEGD

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return

Retirement Guys Formula Maumee, Ohio $269M AUM 17.17% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Financial Designs's HEGD Position: Q3 2026 in Review

Financial Designs increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 1.4% in Q3 2026, buying an estimated $223K and bringing the position to 615,923 shares worth $16.5M. The position accounts for 8.52% of the portfolio, ranked #3.

Financial Designs first reported a position in HEGD in Q1 2025 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold HEGD as of Q3 2026.

Financial Designs held 615,923 shares of Swan Hedged Equity US Large Cap ETF worth $16.5M as of Q3 2026.
Financial Designs bought 8,291 Swan Hedged Equity US Large Cap ETF shares in Q3 2026, an estimated $223K.
Swan Hedged Equity US Large Cap ETF made up 8.52% of Financial Designs's portfolio in Q3 2026, its #3 holding.
Financial Designs first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.