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

Prosperity 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 		$360K Buy
14,589
+198
+1% +$5K 0.13% 130
2025
Q4 		$363K Sell
14,391
-506
-3% -$12.8K 0.13% 126
2025
Q3 		$371K Sell
14,897
-602
-4% -$14.5K 0.14% 121
2025
Q2 		$364K Buy
15,499
+5,702
+58% +$128K 0.15% 118
2025
Q1 		$215K Buy
+9,797
New +$221K 0.11% 147

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

Prosperity Financial Group's HEGD Position: Q1 2026 in Review

Prosperity Financial Group increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 1.4% in Q1 2026, buying an estimated $5K and bringing the position to 14,589 shares worth $360K. The position accounts for 0.13% of the portfolio, ranked #130.

Prosperity Financial Group first reported a position in HEGD in Q1 2025 and has held it in 5 quarters since. The position peaked at $371K in Q3 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Prosperity Financial Group held 14,589 shares of Swan Hedged Equity US Large Cap ETF worth $360K as of Q1 2026.
  • Prosperity Financial Group bought 198 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $5K.
  • Swan Hedged Equity US Large Cap ETF made up 0.13% of Prosperity Financial Group's portfolio in Q1 2026, its #130 holding.
  • Prosperity Financial Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Prosperity Financial Group's Swan Hedged Equity US Large Cap ETF position peaked at $371K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

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