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Next Financial Group’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Next Financial Group’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
2021
Q4 		$67K Buy
3,433
+18
+0.5% +$344 ﹤0.01% 1341
2021
Q3 		$62K Buy
3,415
+2,631
+336% +$48.8K ﹤0.01% 1319
2021
Q2 		$14K Sell
784
-327
-29% -$5.82K ﹤0.01% 1870
2021
Q1 		$19K Buy
+1,111
New +$18.9K ﹤0.01% 1660

Other funds holding HEGD

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
GWA
GGM Wealth Advisors Baltimore, Maryland $180M AUM 10.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Next Financial Group's HEGD Position: Q4 2021 in Review

Next Financial Group increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 0.53% in Q4 2021, buying an estimated $344 and bringing the position to 3,433 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Next Financial Group first reported a position in HEGD in Q1 2021 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold HEGD as of Q4 2021.

  • Next Financial Group held 3,433 shares of Swan Hedged Equity US Large Cap ETF worth $67K as of Q4 2021.
  • Next Financial Group bought 18 Swan Hedged Equity US Large Cap ETF shares in Q4 2021, an estimated $344.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1341 holding.
  • Next Financial Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2021 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.