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

Park Square 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
2026
Q1 		$19.7K Sell
799
-5,028
-86% -$127K 0.15% 42
2025
Q4 		$131K Sell
5,827
-158
-3% -$3.99K 0.77% 19
2025
Q3 		$149K Buy
5,985
+47
+0.8% +$1.13K 0.64% 21
2025
Q2 		$140K Buy
5,938
+52
+0.9% +$1.17K 0.1% 154
2025
Q1 		$129K Sell
5,886
-3,089
-34% -$69.6K 0.1% 137
2024
Q4 		$201K Buy
+8,975
New +$203K 0.14% 89

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

Park Square Financial Group's HEGD Position: Q1 2026 in Review

Park Square Financial Group reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 86% in Q1 2026, selling an estimated $127K and leaving 799 shares worth $19.7K. The position accounts for 0.15% of the portfolio, ranked #42.

Park Square Financial Group first reported a position in HEGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $201K in Q4 2024. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Park Square Financial Group held 799 shares of Swan Hedged Equity US Large Cap ETF worth $19.7K as of Q1 2026.
  • Park Square Financial Group sold 5,028 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $127K.
  • Swan Hedged Equity US Large Cap ETF made up 0.15% of Park Square Financial Group's portfolio in Q1 2026, its #42 holding.
  • Park Square Financial Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Swan Hedged Equity US Large Cap ETF position peaked at $201K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.