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Global Retirement Partners’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Global Retirement Partners’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
2025
Q4 		$217K Buy
8,617
+17
+0.2% +$429 ﹤0.01% 1423
2025
Q3 		$214K Buy
8,600
+150
+2% +$3.61K ﹤0.01% 1134
2025
Q2 		$199K Buy
+8,450
New +$190K ﹤0.01% 1095
2024
Q4 		$180K Buy
8,050
+7,025
+685% +$159K 0.01% 1007
2024
Q3 		$22.8K Buy
+1,025
New +$22.2K ﹤0.01% 1924

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Global Retirement Partners's HEGD Position: Q4 2025 in Review

Global Retirement Partners increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 0.2% in Q4 2025, buying an estimated $429 and bringing the position to 8,617 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Global Retirement Partners first reported a position in HEGD in Q3 2024 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold HEGD as of Q4 2025.

  • Global Retirement Partners held 8,617 shares of Swan Hedged Equity US Large Cap ETF worth $217K as of Q4 2025.
  • Global Retirement Partners bought 17 Swan Hedged Equity US Large Cap ETF shares in Q4 2025, an estimated $429.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1423 holding.
  • Global Retirement Partners first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.