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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
Q2 		$938K Buy
35,188
+4,712
+15% +$124K 0.05% 331
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

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

Regal Investment Advisors's HEGD Position: Q2 2026 in Review

Regal Investment Advisors increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 35,188 shares worth $938K. The position accounts for 0.05% of the portfolio, ranked #331.

Regal Investment Advisors first reported a position in HEGD in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.11M in Q2 2024. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Regal Investment Advisors held 35,188 shares of Swan Hedged Equity US Large Cap ETF worth $938K as of Q2 2026.
  • Regal Investment Advisors bought 4,712 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $124K.
  • Swan Hedged Equity US Large Cap ETF made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #331 holding.
  • Regal Investment Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • Regal Investment Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $1.11M in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.