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Global View Capital Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Global View Capital 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
2026
Q1 		$221K Buy
+8,934
New +$226K 0.06% 133
2025
Q2 		– Sell
-11,907
Closed -$261K – 126
2025
Q1 		$261K Buy
+11,907
New +$268K 0.09% 92

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Global View Capital Management's HEGD Position: Q1 2026 in Review

Global View Capital Management opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2026: 8,934 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Global View Capital Management previously reported a position in HEGD as recently as Q1 2025.

Global View Capital Management first reported a position in HEGD in Q1 2025 and has held it in 2 quarters since. The position peaked at $261K in Q1 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Global View Capital Management held 8,934 shares of Swan Hedged Equity US Large Cap ETF worth $221K as of Q1 2026.
  • Swan Hedged Equity US Large Cap ETF was a new Global View Capital Management position in Q1 2026.
  • Swan Hedged Equity US Large Cap ETF made up 0.06% of Global View Capital Management's portfolio in Q1 2026, its #133 holding.
  • Global View Capital Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • Global View Capital Management's Swan Hedged Equity US Large Cap ETF position peaked at $261K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.