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HEGD icon

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
2026
Q2 		$211K Buy
+7,917
New +$208K ﹤0.01% 1555
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

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Global Retirement Partners's HEGD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026: 7,917 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HEGD as recently as Q4 2025.

Global Retirement Partners first reported a position in HEGD in Q3 2024 and has held it in 6 quarters since. The position peaked at $217K in Q4 2025. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Global Retirement Partners held 7,917 shares of Swan Hedged Equity US Large Cap ETF worth $211K as of Q2 2026.
  • Swan Hedged Equity US Large Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1555 holding.
  • Global Retirement Partners first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's Swan Hedged Equity US Large Cap ETF position peaked at $217K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.