LC
HEGD icon

Legacy CG’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Legacy CG’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 		$20M Buy
751,283
+64,571
+9% +$1.69M 5.13% 2
2026
Q1 		$17M Buy
686,712
+14,742
+2% +$372K 4.71% 5
2025
Q4 		$16.9M Buy
+671,970
New +$17M 4.74% 5

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

Legacy CG's HEGD Position: Q2 2026 in Review

Legacy CG increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 9.4% in Q2 2026, buying an estimated $1.69M and bringing the position to 751,283 shares worth $20M. The position accounts for 5.13% of the portfolio, ranked #2.

Legacy CG 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.

  • Legacy CG held 751,283 shares of Swan Hedged Equity US Large Cap ETF worth $20M as of Q2 2026.
  • Legacy CG bought 64,571 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $1.69M.
  • Swan Hedged Equity US Large Cap ETF made up 5.13% of Legacy CG's portfolio in Q2 2026, its #2 holding.
  • Legacy CG 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 Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.