IWC
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Integrated Wealth Concepts’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Integrated Wealth Concepts’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$314K Hold
13,344
– – ﹤0.01% 1525
2025
Q1 		$292K Buy
13,344
+315
+2% +$6.9K ﹤0.01% 1419
2024
Q4 		$292K Buy
+13,029
New +$292K ﹤0.01% 1385