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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
Q2 		$776K Sell
29,107
-100
-0.3% -$2.62K 0.57% 22
2026
Q1 		$721K Buy
+29,207
New +$738K 0.64% 26

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
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Momentum Wealth Planning's HEGD Position: Q2 2026 in Review

Momentum Wealth Planning reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 0.34% in Q2 2026, selling an estimated $2.62K and leaving 29,107 shares worth $776K. The position accounts for 0.57% of the portfolio, ranked #22.

Momentum Wealth Planning first reported a position in HEGD in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Momentum Wealth Planning held 29,107 shares of Swan Hedged Equity US Large Cap ETF worth $776K as of Q2 2026.
  • Momentum Wealth Planning sold 100 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $2.62K.
  • Swan Hedged Equity US Large Cap ETF made up 0.57% of Momentum Wealth Planning's portfolio in Q2 2026, its #22 holding.
  • Momentum Wealth Planning first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.