JSW
HEGD icon

Journey Strategic Wealth’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Journey Strategic Wealth’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 		– Sell
-8,831
Closed -$223K – 849
2025
Q4 		$223K Sell
8,831
-51
-0.6% -$1.29K 0.01% 665
2025
Q3 		$221K Buy
+8,882
New +$214K 0.01% 617
2025
Q2 		– Sell
-12,926
Closed -$283K – 678
2025
Q1 		$283K Buy
12,926
+593
+5% +$13.4K 0.01% 350
2024
Q4 		$276K Sell
12,333
-1,245
-9% -$28.1K 0.01% 358
2024
Q3 		$302K Sell
13,578
-2,726
-17% -$58.9K 0.01% 333
2024
Q2 		$347K Buy
+16,304
New +$337K 0.01% 218

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

Journey Strategic Wealth's HEGD Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2026, closing a stake of 8,831 shares — an estimated $223K sold.

Journey Strategic Wealth first reported a position in HEGD in Q2 2024 and held it in 6 quarters. The position peaked at $347K in Q2 2024. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Journey Strategic Wealth reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 8,831 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $223K.
  • Journey Strategic Wealth first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2024 and held it in 6 quarters.
  • Journey Strategic Wealth's Swan Hedged Equity US Large Cap ETF position peaked at $347K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.