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McIlrath & Eck’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

McIlrath & Eck’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 		$25.1K Hold
1,015
– – ﹤0.01% 747
2025
Q4 		$25.6K Hold
1,015
– – ﹤0.01% 467
2025
Q3 		$25.3K Hold
1,015
– – ﹤0.01% 454
2025
Q2 		$23.9K Hold
1,015
– – ﹤0.01% 450
2025
Q1 		$22.2K Buy
+1,015
New +$22.9K ﹤0.01% 464

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

McIlrath & Eck's HEGD Position: Q1 2026 in Review

McIlrath & Eck held its Swan Hedged Equity US Large Cap ETF (HEGD) position steady in Q1 2026 at 1,015 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

McIlrath & Eck first reported a position in HEGD in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.6K in Q4 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • McIlrath & Eck held 1,015 shares of Swan Hedged Equity US Large Cap ETF worth $25.1K as of Q1 2026.
  • McIlrath & Eck left its Swan Hedged Equity US Large Cap ETF share count unchanged in Q1 2026.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #747 holding.
  • McIlrath & Eck first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • McIlrath & Eck's Swan Hedged Equity US Large Cap ETF position peaked at $25.6K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.