MWP
HEGD icon

Momentum Wealth Planning’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Momentum Wealth Planning’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 		$721K Buy
+29,207
New +$738K 0.65% 26

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
SGI
Swan Global Investments Durango, Colorado $1.86B 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 $376B 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 $19.9B AUM 30.42% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return