HighTower Advisors
HEGD icon

HighTower Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

HighTower Advisors’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 		$429K Buy
16,081
+1,832
+13% +$48K ﹤0.01% 2885
2026
Q1 		$352K Hold
14,249
– – ﹤0.01% 3018
2025
Q4 		$359K Buy
+14,249
New +$360K ﹤0.01% 2894

Other funds holding HEGD

Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Swan Global Investments
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
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Blueprint Financial Advisors
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

HighTower Advisors's HEGD Position: Q2 2026 in Review

HighTower Advisors increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 13% in Q2 2026, buying an estimated $48K and bringing the position to 16,081 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

HighTower Advisors first reported a position in HEGD in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • HighTower Advisors held 16,081 shares of Swan Hedged Equity US Large Cap ETF worth $429K as of Q2 2026.
  • HighTower Advisors bought 1,832 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $48K.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2885 holding.
  • HighTower Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.