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Fortitude Advisory Group’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Fortitude Advisory Group’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
Q1 		– Sell
-346
Closed -$7K – 1547
2021
Q4 		$7K Buy
+346
New +$6.61K ﹤0.01% 1125

Other funds holding HEGD

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Fortitude Advisory Group's HEGD Position: Q1 2022 in Review

Fortitude Advisory Group sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2022, closing a stake of 346 shares — an estimated $7K sold.

Fortitude Advisory Group first reported a position in HEGD in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 29 funds tracked by Wall St. Rank hold HEGD as of Q1 2022.

  • Fortitude Advisory Group reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 346 Swan Hedged Equity US Large Cap ETF shares in Q1 2022, an estimated $7K.
  • Fortitude Advisory Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2021 and held it in 1 quarter.
  • Fortitude Advisory Group's Swan Hedged Equity US Large Cap ETF position peaked at $7K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2022.

Based on Fortitude Advisory Group's 13F filing for Q1 2022, filed 25 May 2022.