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Resurgent Financial Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Resurgent Financial 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
2024
Q2 		– Sell
-12,196
Closed -$253K – 188
2024
Q1 		$253K Buy
12,196
+7,016
+135% +$140K 0.13% 157
2023
Q4 		$101K Buy
+5,180
New +$96.4K 0.06% 245

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Resurgent Financial Advisors's HEGD Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2024, closing a stake of 12,196 shares — an estimated $253K sold.

Resurgent Financial Advisors first reported a position in HEGD in Q4 2023 and held it in 2 quarters. The position peaked at $253K in Q1 2024. 44 funds tracked by Wall St. Rank hold HEGD as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 12,196 Swan Hedged Equity US Large Cap ETF shares in Q2 2024, an estimated $253K.
  • Resurgent Financial Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $253K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.