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Mosaic Family Wealth Partners’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Mosaic Family Wealth Partners’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 		$225K Hold
9,109
– – 0.02% 258
2025
Q4 		$230K Buy
+9,109
New +$230K 0.03% 217

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 $391M AUM 22.7% 1-Year Est. Return

Mosaic Family Wealth Partners's HEGD Position: Q1 2026 in Review

Mosaic Family Wealth Partners held its Swan Hedged Equity US Large Cap ETF (HEGD) position steady in Q1 2026 at 9,109 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #258.

Mosaic Family Wealth Partners first reported a position in HEGD in Q4 2025 and has held it in 2 quarters since. The position peaked at $230K in Q4 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Mosaic Family Wealth Partners held 9,109 shares of Swan Hedged Equity US Large Cap ETF worth $225K as of Q1 2026.
  • Mosaic Family Wealth Partners left its Swan Hedged Equity US Large Cap ETF share count unchanged in Q1 2026.
  • Swan Hedged Equity US Large Cap ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #258 holding.
  • Mosaic Family Wealth Partners first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Mosaic Family Wealth Partners's Swan Hedged Equity US Large Cap ETF position peaked at $230K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.