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Financial Gravity Asset Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Financial Gravity Asset Management’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
2022
Q2 		– Sell
-16
Closed -$249 – 785
2022
Q1 		$249 Buy
+16
New +$297 0.01% 536

Other funds holding HEGD

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Financial Gravity Asset Management's HEGD Position: Q2 2022 in Review

Financial Gravity Asset Management sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2022, closing a stake of 16 shares — an estimated $249 sold.

Financial Gravity Asset Management first reported a position in HEGD in Q1 2022 and held it in 1 quarter. The position peaked at $249 in Q1 2022. 30 funds tracked by Wall St. Rank hold HEGD as of Q2 2022.

  • Financial Gravity Asset Management reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 16 Swan Hedged Equity US Large Cap ETF shares in Q2 2022, an estimated $249.
  • Financial Gravity Asset Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's Swan Hedged Equity US Large Cap ETF position peaked at $249 in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2022.

Based on Financial Gravity Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.