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Kingsview Wealth Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Kingsview Wealth 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
2026
Q1 		$1.1M Sell
44,735
-613
-1% -$15.5K 0.02% 657
2025
Q4 		$1.14M Sell
45,348
-2,396
-5% -$60.5K 0.02% 601
2025
Q3 		$1.19M Sell
47,744
-6,000
-11% -$145K 0.02% 568
2025
Q2 		$1.26M Sell
53,744
-515
-0.9% -$11.6K 0.02% 528
2025
Q1 		$1.19M Sell
54,259
-8,101
-13% -$182K 0.02% 504
2024
Q4 		$1.4M Sell
62,360
-25,582
-29% -$578K 0.03% 474
2024
Q3 		$1.96M Sell
87,942
-8,290
-9% -$179K 0.04% 376
2024
Q2 		$2.05M Buy
96,232
+28,151
+41% +$581K 0.05% 344
2024
Q1 		$1.41M Buy
68,081
+50,145
+280% +$1M 0.04% 415
2023
Q4 		$350K Sell
17,936
-613
-3% -$11.4K 0.01% 722
2023
Q3 		$336K Hold
18,549
– – 0.01% 719
2023
Q2 		$343K Sell
18,549
-595
-3% -$10.6K 0.01% 702
2023
Q1 		$337K Buy
19,144
+1
+0% +$17 0.01% 672
2022
Q4 		$329K Sell
19,143
-1,836
-9% -$32K 0.01% 632
2022
Q3 		$353K Sell
20,979
-1,120
-5% -$19.4K 0.02% 594
2022
Q2 		$377K Buy
22,099
+5,121
+30% +$90.4K 0.02% 598
2022
Q1 		$317K Sell
16,978
-3,157
-16% -$58.7K 0.01% 686
2021
Q4 		$393K Hold
20,135
– – 0.02% 644
2021
Q3 		$367K Buy
20,135
+8,205
+69% +$152K 0.02% 626
2021
Q2 		$216K Buy
+11,930
New +$212K 0.01% 806

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

Kingsview Wealth Management's HEGD Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 1.4% in Q1 2026, selling an estimated $15.5K and leaving 44,735 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #657.

Kingsview Wealth Management first reported a position in HEGD in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.05M in Q2 2024. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Kingsview Wealth Management held 44,735 shares of Swan Hedged Equity US Large Cap ETF worth $1.1M as of Q1 2026.
  • Kingsview Wealth Management sold 613 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $15.5K.
  • Swan Hedged Equity US Large Cap ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #657 holding.
  • Kingsview Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Kingsview Wealth Management's Swan Hedged Equity US Large Cap ETF position peaked at $2.05M in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.