Tradewinds Capital Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Tradewinds Capital 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 Q1	$7.86K	Buy	+318	New	+$8.03K	﹤0.01%	424

Other funds holding HEGD

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TSS

Taylor Securities Services Harrisburg, Pennsylvania $214M AUM

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Tradewinds Capital Management's HEGD Position: Q1 2026 in Review

Tradewinds Capital Management opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2026: 318 shares worth $7.86K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings.

79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

Tradewinds Capital Management held 318 shares of Swan Hedged Equity US Large Cap ETF worth $7.86K as of Q1 2026.
Swan Hedged Equity US Large Cap ETF was a new Tradewinds Capital Management position in Q1 2026.
Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q1 2026, its #424 holding.
79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.