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MY Wealth Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

MY Wealth Management’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 		$11.5M Buy
+429,643
New +$11.3M 8.07% 3
2026
Q1 		– Sell
-384,483
Closed -$9.69M – 27
2025
Q4 		$9.69M Buy
384,483
+255,625
+198% +$6.45M 8.45% 4
2025
Q3 		$3.21M Buy
+128,858
New +$3.1M 2.82% 14

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

MY Wealth Management's HEGD Position: Q2 2026 in Review

MY Wealth Management opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026: 429,643 shares worth $11.5M. The stake represents 8.07% of the portfolio and ranks #3 among its holdings. This is a return to the name: MY Wealth Management previously reported a position in HEGD as recently as Q4 2025.

MY Wealth Management first reported a position in HEGD in Q3 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • MY Wealth Management held 429,643 shares of Swan Hedged Equity US Large Cap ETF worth $11.5M as of Q2 2026.
  • Swan Hedged Equity US Large Cap ETF was a new MY Wealth Management position in Q2 2026.
  • Swan Hedged Equity US Large Cap ETF made up 8.07% of MY Wealth Management's portfolio in Q2 2026, its #3 holding.
  • MY Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.