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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
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

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Prosperity Financial Group's HEGD Position: Q2 2026 in Review

Prosperity Financial Group reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 7.6% in Q2 2026, selling an estimated $29.2K and leaving 13,476 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #141.

Prosperity Financial Group first reported a position in HEGD in Q1 2025 and has held it in 6 quarters since. The position peaked at $371K in Q3 2025. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Prosperity Financial Group held 13,476 shares of Swan Hedged Equity US Large Cap ETF worth $359K as of Q2 2026.
  • Prosperity Financial Group sold 1,113 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $29.2K.
  • Swan Hedged Equity US Large Cap ETF made up 0.11% of Prosperity Financial Group's portfolio in Q2 2026, its #141 holding.
  • Prosperity Financial Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Prosperity Financial Group's Swan Hedged Equity US Large Cap ETF position peaked at $371K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.