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Independent Financial Group’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-14,510
Closed -$255K – 893
2023
Q1 		$255K Sell
14,510
-12,186
-46% -$213K 0.02% 682
2022
Q4 		$458K Hold
26,696
– – 0.04% 436
2022
Q3 		$449K Buy
26,696
+2,622
+11% +$45.4K 0.04% 421
2022
Q2 		$410K Buy
24,074
+1,959
+9% +$34.6K 0.04% 427
2022
Q1 		$414K Buy
22,115
+8,424
+62% +$157K 0.03% 489
2021
Q4 		$267K Buy
+13,691
New +$262K 0.02% 641

Other funds holding HEGD

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
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Independent Financial Group's HEGD Position: Q2 2023 in Review

Independent Financial Group sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2023, closing a stake of 14,510 shares — an estimated $255K sold.

Independent Financial Group first reported a position in HEGD in Q4 2021 and held it in 6 quarters. The position peaked at $458K in Q4 2022. 28 funds tracked by Wall St. Rank hold HEGD as of Q2 2023.

  • Independent Financial Group reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 14,510 Swan Hedged Equity US Large Cap ETF shares in Q2 2023, an estimated $255K.
  • Independent Financial Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2021 and held it in 6 quarters.
  • Independent Financial Group's Swan Hedged Equity US Large Cap ETF position peaked at $458K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.