Raymond James Financial
HEGD icon

Raymond James Financial’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Raymond James Financial’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.13M Buy
175,708
+10,364
+6% +$244K ﹤0.01% 2502
2025
Q1 		$3.62M Buy
165,344
+22,416
+16% +$491K ﹤0.01% 2545
2024
Q4 		$3.2M Buy
+142,928
New +$3.2M ﹤0.01% 2620