IWA
HEGD icon

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

Icon Wealth 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
2025
Q4 		– Sell
-5,016
Closed -$125K – 456
2025
Q3 		$125K Buy
+5,016
New +$121K 0.01% 462

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Icon Wealth Advisors's HEGD Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q4 2025, closing a stake of 5,016 shares — an estimated $125K sold.

Icon Wealth Advisors first reported a position in HEGD in Q3 2025 and held it in 1 quarter. The position peaked at $125K in Q3 2025. 80 funds tracked by Wall St. Rank hold HEGD as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 5,016 Swan Hedged Equity US Large Cap ETF shares in Q4 2025, an estimated $125K.
  • Icon Wealth Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2025 and held it in 1 quarter.
  • Icon Wealth Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $125K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.