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

Laurel Oak 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 		$12.1M Buy
488,479
+265,389
+119% +$6.7M 2.03% 8
2025
Q4 		$5.62M Buy
+223,090
New +$5.63M 0.95% 25

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

Laurel Oak Wealth Management's HEGD Position: Q1 2026 in Review

Laurel Oak Wealth Management increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 119% in Q1 2026, buying an estimated $6.7M and bringing the position to 488,479 shares worth $12.1M. The position accounts for 2.03% of the portfolio, ranked #8.

Laurel Oak Wealth Management first reported a position in HEGD in Q4 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Laurel Oak Wealth Management held 488,479 shares of Swan Hedged Equity US Large Cap ETF worth $12.1M as of Q1 2026.
  • Laurel Oak Wealth Management bought 265,389 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $6.7M.
  • Swan Hedged Equity US Large Cap ETF made up 2.03% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Laurel Oak Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.