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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
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

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 $391M AUM 22.7% 1-Year Est. Return

LaSalle St. Investment Advisors's HEGD Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 1.4% in Q1 2026, buying an estimated $38.5K and bringing the position to 107,088 shares worth $2.65M. The position accounts for 0.37% of the portfolio, ranked #47.

LaSalle St. Investment Advisors first reported a position in HEGD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.66M in Q4 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • LaSalle St. Investment Advisors held 107,088 shares of Swan Hedged Equity US Large Cap ETF worth $2.65M as of Q1 2026.
  • LaSalle St. Investment Advisors bought 1,525 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $38.5K.
  • Swan Hedged Equity US Large Cap ETF made up 0.37% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #47 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 5 quarters since.
  • LaSalle St. Investment Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $2.66M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.