HI
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Harbour Investments’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Harbour Investments’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 		$136K Buy
5,499
+1,898
+53% +$47.9K ﹤0.01% 1750
2025
Q4 		$90.8K Buy
3,601
+767
+27% +$19.4K ﹤0.01% 1689
2025
Q3 		$70.6K Buy
2,834
+2,296
+427% +$55.3K ﹤0.01% 1735
2025
Q2 		$12.6K Hold
538
– – ﹤0.01% 2450
2025
Q1 		$11.8K Hold
538
– – ﹤0.01% 2445
2024
Q4 		$12.1K Hold
538
– – ﹤0.01% 2359
2024
Q3 		$12K Hold
538
– – ﹤0.01% 2276
2024
Q2 		$11.4K Hold
538
– – ﹤0.01% 2195
2024
Q1 		$11.2K Hold
538
– – ﹤0.01% 2183
2023
Q4 		$10.5K Sell
538
-300
-36% -$5.58K ﹤0.01% 2127
2023
Q3 		$15.2K Buy
838
+318
+61% +$5.91K ﹤0.01% 1873
2023
Q2 		$9.62K Buy
520
+300
+136% +$5.36K ﹤0.01% 2045
2023
Q1 		$3.87K Hold
220
– – ﹤0.01% 2374
2022
Q4 		$3.78K Buy
+220
New +$3.83K ﹤0.01% 2312
2021
Q4 		$11K Sell
575
-800
-58% -$15.3K ﹤0.01% 1882
2021
Q3 		$25K Buy
1,375
+800
+139% +$14.8K ﹤0.01% 2174
2021
Q2 		$10K Hold
575
– – ﹤0.01% 2725
2021
Q1 		$10K Buy
+575
New +$9.8K ﹤0.01% 2605

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 $391M AUM 22.7% 1-Year Est. Return

Harbour Investments's HEGD Position: Q1 2026 in Review

Harbour Investments increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 53% in Q1 2026, buying an estimated $47.9K and bringing the position to 5,499 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Harbour Investments first reported a position in HEGD in Q1 2021 and has held it in 18 quarters since. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Harbour Investments held 5,499 shares of Swan Hedged Equity US Large Cap ETF worth $136K as of Q1 2026.
  • Harbour Investments bought 1,898 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $47.9K.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1750 holding.
  • Harbour Investments first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2021 and has held it in 18 quarters since.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.