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Independent Advisor Alliance’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Independent Advisor Alliance’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 		$1.37M Buy
+55,323
New +$1.4M 0.01% 686

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 $360M AUM 17.55% 1-Year Est. Return

Independent Advisor Alliance's HEGD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2026: 55,323 shares worth $1.37M. The stake represents 0.01% of the portfolio and ranks #686 among its holdings.

79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Independent Advisor Alliance held 55,323 shares of Swan Hedged Equity US Large Cap ETF worth $1.37M as of Q1 2026.
  • Swan Hedged Equity US Large Cap ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Swan Hedged Equity US Large Cap ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #686 holding.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.