LSIA
HEGD icon

LaSalle St. Investment Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

LaSalle St. Investment Advisors’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 		$2.87M Buy
107,561
+473
+0.4% +$12.4K 0.35% 49
2026
Q1 		$2.65M Buy
107,088
+1,525
+1% +$38.5K 0.37% 47
2025
Q4 		$2.66M Buy
105,563
+19,556
+23% +$493K 0.43% 37
2025
Q3 		$2.14M Buy
86,007
+4,334
+5% +$104K 0.38% 40
2025
Q2 		$1.92M Buy
81,673
+8,176
+11% +$183K 0.53% 34
2025
Q1 		$1.61M Buy
+73,497
New +$1.66M 0.38% 46

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
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
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
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

LaSalle St. Investment Advisors's HEGD Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 0.44% in Q2 2026, buying an estimated $12.4K and bringing the position to 107,561 shares worth $2.87M. The position accounts for 0.35% of the portfolio, ranked #49.

LaSalle St. Investment Advisors first reported a position in HEGD in Q1 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • LaSalle St. Investment Advisors held 107,561 shares of Swan Hedged Equity US Large Cap ETF worth $2.87M as of Q2 2026.
  • LaSalle St. Investment Advisors bought 473 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $12.4K.
  • Swan Hedged Equity US Large Cap ETF made up 0.35% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • LaSalle St. Investment Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.