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ICA Group Wealth Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

ICA Group Wealth 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
2023
Q3 		– Sell
-923
Closed -$17.1K – 642
2023
Q2 		$17.1K Sell
923
-145
-14% -$2.59K ﹤0.01% 726
2023
Q1 		$18.8K Hold
1,068
– – ﹤0.01% 679
2022
Q4 		$18.8K Buy
+1,068
New +$18.6K ﹤0.01% 696

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
KV
Kickstand Ventures Pittsford, New York $475M AUM 16.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

ICA Group Wealth Management's HEGD Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q3 2023, closing a stake of 923 shares — an estimated $17.1K sold.

ICA Group Wealth Management first reported a position in HEGD in Q4 2022 and held it in 3 quarters. The position peaked at $18.8K in Q4 2022. 34 funds tracked by Wall St. Rank hold HEGD as of Q3 2023.

  • ICA Group Wealth Management reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 923 Swan Hedged Equity US Large Cap ETF shares in Q3 2023, an estimated $17.1K.
  • ICA Group Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's Swan Hedged Equity US Large Cap ETF position peaked at $18.8K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.