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Mutual Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Mutual Advisors’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 		$551K Buy
+22,309
New +$564K 0.01% 840

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

Mutual Advisors's HEGD Position: Q1 2026 in Review

Mutual Advisors opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2026: 22,309 shares worth $551K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings.

79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Mutual Advisors held 22,309 shares of Swan Hedged Equity US Large Cap ETF worth $551K as of Q1 2026.
  • Swan Hedged Equity US Large Cap ETF was a new Mutual Advisors position in Q1 2026.
  • Swan Hedged Equity US Large Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #840 holding.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.