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Regal Investment Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Regal Investment Advisors’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 		$753K Buy
+30,476
New +$770K 0.04% 355
2024
Q3 		– Sell
-51,993
Closed -$1.11M – 536
2024
Q2 		$1.11M Buy
+51,993
New +$1.07M 0.07% 242

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

Regal Investment Advisors's HEGD Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2026: 30,476 shares worth $753K. The stake represents 0.04% of the portfolio and ranks #355 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in HEGD as recently as Q2 2024.

Regal Investment Advisors first reported a position in HEGD in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.11M in Q2 2024. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Regal Investment Advisors held 30,476 shares of Swan Hedged Equity US Large Cap ETF worth $753K as of Q1 2026.
  • Swan Hedged Equity US Large Cap ETF was a new Regal Investment Advisors position in Q1 2026.
  • Swan Hedged Equity US Large Cap ETF made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #355 holding.
  • Regal Investment Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • Regal Investment Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $1.11M in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.