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

OneDigital Investment 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
2024
Q3 		– Sell
-11,000
Closed -$234K – 1445
2024
Q2 		$234K Buy
+11,000
New +$227K ﹤0.01% 1222

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OneDigital Investment Advisors's HEGD Position: Q3 2024 in Review

OneDigital Investment Advisors sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q3 2024, closing a stake of 11,000 shares — an estimated $234K sold.

OneDigital Investment Advisors first reported a position in HEGD in Q2 2024 and held it in 1 quarter. The position peaked at $234K in Q2 2024. 43 funds tracked by Wall St. Rank hold HEGD as of Q3 2024.

  • OneDigital Investment Advisors reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q3 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,000 Swan Hedged Equity US Large Cap ETF shares in Q3 2024, an estimated $234K.
  • OneDigital Investment Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $234K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2024.

Based on OneDigital Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.