Prospera Financial Services’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Prospera Financial Services’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 Q3	$347K	Buy	+13,003	New	+$350K	﹤0.01%	1206

Other funds holding HEGD

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prospera Financial Services's HEGD Position: Q3 2026 in Review

Prospera Financial Services opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q3 2026: 13,003 shares worth $347K. The stake represents ﹤0.01% of the portfolio and ranks #1206 among its holdings.

43 funds tracked by Wall St. Rank hold HEGD as of Q3 2026.

Prospera Financial Services held 13,003 shares of Swan Hedged Equity US Large Cap ETF worth $347K as of Q3 2026.
Swan Hedged Equity US Large Cap ETF was a new Prospera Financial Services position in Q3 2026.
Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1206 holding.
43 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.