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International Assets Investment Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

International Assets Investment Management’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
2024
Q4 		– Sell
-7,218
Closed -$226K – 1247
2024
Q3 		$226K Buy
7,218
+5,873
+437% +$127K 0.02% 563
2024
Q2 		$28.6K Buy
+1,345
New +$27.8K ﹤0.01% 1369

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

International Assets Investment Management's HEGD Position: Q4 2024 in Review

International Assets Investment Management sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q4 2024, closing a stake of 7,218 shares — an estimated $226K sold.

International Assets Investment Management first reported a position in HEGD in Q2 2024 and held it in 2 quarters. The position peaked at $226K in Q3 2024. 63 funds tracked by Wall St. Rank hold HEGD as of Q4 2024.

  • International Assets Investment Management reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 7,218 Swan Hedged Equity US Large Cap ETF shares in Q4 2024, an estimated $226K.
  • International Assets Investment Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's Swan Hedged Equity US Large Cap ETF position peaked at $226K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.