Synergy Asset Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Synergy Asset 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	$253K	Buy	+9,496	New	+$249K	0.02%	231

Other funds holding HEGD

Taylor Securities Services Harrisburg, Pennsylvania $246M AUM

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

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return

Envestnet Asset Management

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

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

Synergy Asset Management's HEGD Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026: 9,496 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings.

84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

Synergy Asset Management held 9,496 shares of Swan Hedged Equity US Large Cap ETF worth $253K as of Q2 2026.
Swan Hedged Equity US Large Cap ETF was a new Synergy Asset Management position in Q2 2026.
Swan Hedged Equity US Large Cap ETF made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #231 holding.
84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.