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
Q2 		$382K Sell
14,327
-283
-2% -$7.42K ﹤0.01% 2390
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

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
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
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Truist Financial's HEGD Position: Q2 2026 in Review

Truist Financial reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 1.9% in Q2 2026, selling an estimated $7.42K and leaving 14,327 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Truist Financial first reported a position in HEGD in Q1 2025 and has held it in 6 quarters since. The position peaked at $395K in Q1 2025. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Truist Financial held 14,327 shares of Swan Hedged Equity US Large Cap ETF worth $382K as of Q2 2026.
  • Truist Financial sold 283 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $7.42K.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2390 holding.
  • Truist Financial first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Truist Financial's Swan Hedged Equity US Large Cap ETF position peaked at $395K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.