OLVIG
HEGD icon

Oliver Lagore Vanvalin Investment Group’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q2 		– Sell
-24
Closed -$422 – 808
2023
Q1 		$422 Buy
+24
New +$419 ﹤0.01% 653

Other funds holding HEGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HEGD Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2023, closing a stake of 24 shares — an estimated $422 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in HEGD in Q1 2023 and held it in 1 quarter. The position peaked at $422 in Q1 2023. 28 funds tracked by Wall St. Rank hold HEGD as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 24 Swan Hedged Equity US Large Cap ETF shares in Q2 2023, an estimated $422.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Swan Hedged Equity US Large Cap ETF position peaked at $422 in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.