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 Q3	$354K	Sell	13,176 -300	-2%	-$8.07K	0.1%	148
2026 Q2	$359K	Sell	13,476 -1,113	-8%	-$29.2K	0.11%	141
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

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

Swan Global Investments Durango, Colorado $3.5B AUM 15.48% 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

Prosperity Financial Group's HEGD Position: Q3 2026 in Review

Prosperity Financial Group reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 2.2% in Q3 2026, selling an estimated $8.07K and leaving 13,176 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #148.

Prosperity Financial Group first reported a position in HEGD in Q1 2025 and has held it in 7 quarters since. The position peaked at $371K in Q3 2025. 52 funds tracked by Wall St. Rank hold HEGD as of Q3 2026.

Prosperity Financial Group held 13,176 shares of Swan Hedged Equity US Large Cap ETF worth $354K as of Q3 2026.
Prosperity Financial Group sold 300 Swan Hedged Equity US Large Cap ETF shares in Q3 2026, an estimated $8.07K.
Swan Hedged Equity US Large Cap ETF made up 0.1% of Prosperity Financial Group's portfolio in Q3 2026, its #148 holding.
Prosperity Financial Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 7 quarters since.
Prosperity Financial Group's Swan Hedged Equity US Large Cap ETF position peaked at $371K in Q3 2025.
52 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.