Truist Financial
HEGD icon

Truist Financial’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Truist Financial’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 		$361K Buy
14,610
+635
+5% +$16K ﹤0.01% 2280
2025
Q4 		$352K Buy
13,975
+1,899
+16% +$47.9K ﹤0.01% 2241
2025
Q3 		$301K Sell
12,076
-3,555
-23% -$85.7K ﹤0.01% 2310
2025
Q2 		$367K Sell
15,631
-2,390
-13% -$53.6K ﹤0.01% 2112
2025
Q1 		$395K Buy
+18,021
New +$406K ﹤0.01% 1998

Other funds holding HEGD

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
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
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Truist Financial's HEGD Position: Q1 2026 in Review

Truist Financial increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 4.5% in Q1 2026, buying an estimated $16K and bringing the position to 14,610 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Truist Financial first reported a position in HEGD in Q1 2025 and has held it in 5 quarters since. The position peaked at $395K in Q1 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Truist Financial held 14,610 shares of Swan Hedged Equity US Large Cap ETF worth $361K as of Q1 2026.
  • Truist Financial bought 635 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $16K.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2280 holding.
  • Truist Financial first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Truist Financial's Swan Hedged Equity US Large Cap ETF position peaked at $395K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.