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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
Q2 		– Sell
-55,323
Closed -$1.37M – 1299
2026
Q1 		$1.37M Buy
+55,323
New +$1.4M 0.01% 686

Other funds holding HEGD

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Independent Advisor Alliance's HEGD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026, closing a stake of 55,323 shares — an estimated $1.37M sold.

Independent Advisor Alliance first reported a position in HEGD in Q1 2026 and held it in 1 quarter. The position peaked at $1.37M in Q1 2026. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 55,323 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $1.37M.
  • Independent Advisor Alliance first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Swan Hedged Equity US Large Cap ETF position peaked at $1.37M in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.