Riverchase Wealth Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Riverchase Wealth Management’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 Q3	$946K	Buy	35,228 +995	+3%	+$26.8K	0.46%	37
2026 Q2	$913K	Buy	34,233 +1,446	+4%	+$37.9K	0.43%	38
2026 Q1	$810K	Hold	32,787	–	–	0.42%	38
2025 Q4	$827K	Sell	32,787 -630	-2%	-$15.9K	0.45%	37
2025 Q3	$833K	Hold	33,417	–	–	0.47%	35
2025 Q2	$785K	Hold	33,417	–	–	0.5%	35
2025 Q1	$732K	Sell	33,417 -287	-0.9%	-$6.46K	0.51%	33
2024 Q4	$755K	Buy	+33,704	New	+$762K	0.56%	29

Other funds holding HEGD

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return

Retirement Guys Formula Maumee, Ohio $269M AUM 17.17% 1-Year Est. Return

Riverchase Wealth Management's HEGD Position: Q3 2026 in Review

Riverchase Wealth Management increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 2.9% in Q3 2026, buying an estimated $26.8K and bringing the position to 35,228 shares worth $946K. The position accounts for 0.46% of the portfolio, ranked #37.

Riverchase Wealth Management first reported a position in HEGD in Q4 2024 and has held it in 8 quarters since. 32 funds tracked by Wall St. Rank hold HEGD as of Q3 2026.

Riverchase Wealth Management held 35,228 shares of Swan Hedged Equity US Large Cap ETF worth $946K as of Q3 2026.
Riverchase Wealth Management bought 995 Swan Hedged Equity US Large Cap ETF shares in Q3 2026, an estimated $26.8K.
Swan Hedged Equity US Large Cap ETF made up 0.46% of Riverchase Wealth Management's portfolio in Q3 2026, its #37 holding.
Riverchase Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and has held it in 8 quarters since.
32 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2026.

Based on Riverchase Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.