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Vista Investment Partners II’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Vista Investment Partners II’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 		– Sell
-78,139
Closed -$1.93M – 168
2026
Q1 		$1.93M Buy
+78,139
New +$1.97M 0.87% 47

Other funds holding HEGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Vista Investment Partners II's HEGD Position: Q2 2026 in Review

Vista Investment Partners II sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026, closing a stake of 78,139 shares — an estimated $1.93M sold.

Vista Investment Partners II first reported a position in HEGD in Q1 2026 and held it in 1 quarter. The position peaked at $1.93M in Q1 2026. 37 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Vista Investment Partners II reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 78,139 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $1.93M.
  • Vista Investment Partners II first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • Vista Investment Partners II's Swan Hedged Equity US Large Cap ETF position peaked at $1.93M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.