Signature Estate & Investment Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Signature Estate & 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	$704K	Sell	26,406 -148	-0.6%	-$3.88K	0.01%	366
2026 Q1	$656K	Sell	26,554 -1,420	-5%	-$35.9K	0.01%	368
2025 Q4	$705K	Sell	27,974 -1,803	-6%	-$45.5K	0.01%	324
2025 Q3	$742K	Sell	29,777 -1,021	-3%	-$24.6K	0.02%	298
2025 Q2	$724K	Sell	30,798 -111	-0.4%	-$2.49K	0.02%	288
2025 Q1	$677K	Sell	30,909 -1,634	-5%	-$36.8K	0.02%	280
2024 Q4	$729K	Sell	32,543 -3,310	-9%	-$74.8K	0.02%	269
2024 Q3	$798K	Sell	35,853 -2,045	-5%	-$44.2K	0.02%	232
2024 Q2	$806K	Buy	+37,898	New	+$783K	0.02%	225

Other funds holding HEGD

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

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

MWM

MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

SPWM

Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return

Signature Estate & Investment Advisors's HEGD Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 0.56% in Q2 2026, selling an estimated $3.88K and leaving 26,406 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #366.

Signature Estate & Investment Advisors first reported a position in HEGD in Q2 2024 and has held it in 9 quarters since. The position peaked at $806K in Q2 2024. 48 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

Signature Estate & Investment Advisors held 26,406 shares of Swan Hedged Equity US Large Cap ETF worth $704K as of Q2 2026.
Signature Estate & Investment Advisors sold 148 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $3.88K.
Swan Hedged Equity US Large Cap ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #366 holding.
Signature Estate & Investment Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $806K in Q2 2024.
48 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.