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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
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

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
BWMG
Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return

Riverchase Wealth Management's HEGD Position: Q2 2026 in Review

Riverchase Wealth Management increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 4.4% in Q2 2026, buying an estimated $37.9K and bringing the position to 34,233 shares worth $913K. The position accounts for 0.43% of the portfolio, ranked #38.

Riverchase Wealth Management first reported a position in HEGD in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Riverchase Wealth Management held 34,233 shares of Swan Hedged Equity US Large Cap ETF worth $913K as of Q2 2026.
  • Riverchase Wealth Management bought 1,446 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $37.9K.
  • Swan Hedged Equity US Large Cap ETF made up 0.43% of Riverchase Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Riverchase Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.