KV
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Kickstand Ventures’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Kickstand Ventures’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
2023
Q4 		– Sell
-130,152
Closed -$2.36M – 103
2023
Q3 		$2.36M Buy
+130,152
New +$2.42M 0.73% 41

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 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 $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kickstand Ventures's HEGD Position: Q4 2023 in Review

Kickstand Ventures sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q4 2023, closing a stake of 130,152 shares — an estimated $2.36M sold.

Kickstand Ventures first reported a position in HEGD in Q3 2023 and held it in 1 quarter. The position peaked at $2.36M in Q3 2023. 38 funds tracked by Wall St. Rank hold HEGD as of Q4 2023.

  • Kickstand Ventures reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Kickstand Ventures sold 130,152 Swan Hedged Equity US Large Cap ETF shares in Q4 2023, an estimated $2.36M.
  • Kickstand Ventures first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2023 and held it in 1 quarter.
  • Kickstand Ventures's Swan Hedged Equity US Large Cap ETF position peaked at $2.36M in Q3 2023.
  • 38 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q4 2023.

Based on Kickstand Ventures's 13F filing for Q4 2023, filed 8 Feb 2024.