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Granite Islands Private Wealth’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Granite Islands Private Wealth’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 		$479K Hold
17,958
– – 0.35% 61
2026
Q1 		$444K Sell
17,958
-13,383
-43% -$338K 0.41% 58
2025
Q4 		$790K Buy
+31,341
New +$791K 0.73% 41

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

Granite Islands Private Wealth's HEGD Position: Q2 2026 in Review

Granite Islands Private Wealth held its Swan Hedged Equity US Large Cap ETF (HEGD) position steady in Q2 2026 at 17,958 shares worth $479K. The position accounts for 0.35% of the portfolio, ranked #61.

Granite Islands Private Wealth first reported a position in HEGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $790K in Q4 2025. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Granite Islands Private Wealth held 17,958 shares of Swan Hedged Equity US Large Cap ETF worth $479K as of Q2 2026.
  • Granite Islands Private Wealth left its Swan Hedged Equity US Large Cap ETF share count unchanged in Q2 2026.
  • Swan Hedged Equity US Large Cap ETF made up 0.35% of Granite Islands Private Wealth's portfolio in Q2 2026, its #61 holding.
  • Granite Islands Private Wealth first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Granite Islands Private Wealth's Swan Hedged Equity US Large Cap ETF position peaked at $790K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Granite Islands Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.