Stifel Financial’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.57M | Buy |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $7.4M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $908K | Buy |
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $439K | Sell |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $295K | Buy |
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