Jones Financial Companies’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Jones Financial Companies’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	$72.7K	Buy	+2,764	New	+$72.5K	﹤0.01%	2976

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jones Financial Companies's HEGD Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026: 2,764 shares worth $72.7K. The stake represents ﹤0.01% of the portfolio and ranks #2976 among its holdings.

84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

Jones Financial Companies held 2,764 shares of Swan Hedged Equity US Large Cap ETF worth $72.7K as of Q2 2026.
Swan Hedged Equity US Large Cap ETF was a new Jones Financial Companies position in Q2 2026.
Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2976 holding.
84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.