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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
Q2 		$16.8M Buy
630,722
+142,243
+29% +$3.73M 2.45% 7
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

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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Laurel Oak Wealth Management's HEGD Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 29% in Q2 2026, buying an estimated $3.73M and bringing the position to 630,722 shares worth $16.8M. The position accounts for 2.45% of the portfolio, ranked #7.

Laurel Oak Wealth Management first reported a position in HEGD in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Laurel Oak Wealth Management held 630,722 shares of Swan Hedged Equity US Large Cap ETF worth $16.8M as of Q2 2026.
  • Laurel Oak Wealth Management bought 142,243 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $3.73M.
  • Swan Hedged Equity US Large Cap ETF made up 2.45% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #7 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 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.