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

Integrity 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 		$1M Buy
40,514
+4,654
+13% +$118K 0.04% 308
2025
Q4 		$904K Buy
+35,860
New +$905K 0.03% 335

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

Integrity Alliance's HEGD Position: Q1 2026 in Review

Integrity Alliance increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 13% in Q1 2026, buying an estimated $118K and bringing the position to 40,514 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #308.

Integrity Alliance first reported a position in HEGD in Q4 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Integrity Alliance held 40,514 shares of Swan Hedged Equity US Large Cap ETF worth $1M as of Q1 2026.
  • Integrity Alliance bought 4,654 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $118K.
  • Swan Hedged Equity US Large Cap ETF made up 0.04% of Integrity Alliance's portfolio in Q1 2026, its #308 holding.
  • Integrity Alliance first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.