GWA
HEGD icon

GGM Wealth Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

GGM 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
2022
Q1 		– Sell
-202,638
Closed -$3.89M – 141
2021
Q4 		$3.89M Buy
202,638
+3,150
+2% +$60.2K 3.09% 8
2021
Q3 		$3.77M Buy
+199,488
New +$3.7M 2.99% 9

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 $266M AUM 25.32% 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 $44.6B AUM 28.94% 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 $79.5B AUM 27.1% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

GGM Wealth Advisors's HEGD Position: Q1 2022 in Review

GGM Wealth Advisors sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2022, closing a stake of 202,638 shares — an estimated $3.89M sold.

GGM Wealth Advisors first reported a position in HEGD in Q3 2021 and held it in 2 quarters. The position peaked at $3.89M in Q4 2021. 29 funds tracked by Wall St. Rank hold HEGD as of Q1 2022.

  • GGM Wealth Advisors reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q1 2022 after selling out during the quarter.
  • GGM Wealth Advisors sold 202,638 Swan Hedged Equity US Large Cap ETF shares in Q1 2022, an estimated $3.89M.
  • GGM Wealth Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2021 and held it in 2 quarters.
  • GGM Wealth Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $3.89M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2022.

Based on GGM Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.