FD
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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
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

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Financial Designs's HEGD Position: Q2 2026 in Review

Financial Designs increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 11% in Q2 2026, buying an estimated $1.61M and bringing the position to 607,632 shares worth $16.2M. The position accounts for 8.68% of the portfolio, ranked #3.

Financial Designs first reported a position in HEGD in Q1 2025 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Financial Designs held 607,632 shares of Swan Hedged Equity US Large Cap ETF worth $16.2M as of Q2 2026.
  • Financial Designs bought 61,290 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $1.61M.
  • Swan Hedged Equity US Large Cap ETF made up 8.68% of Financial Designs's portfolio in Q2 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 6 quarters since.
  • 36 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.