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WCG Wealth Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

WCG Wealth Advisors’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 		$452K Sell
16,953
-1,056
-6% -$27.7K 0.01% 506
2026
Q1 		$445K Buy
18,009
+402
+2% +$10.2K 0.01% 472
2025
Q4 		$444K Buy
+17,607
New +$444K 0.01% 462

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

WCG Wealth Advisors's HEGD Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 5.9% in Q2 2026, selling an estimated $27.7K and leaving 16,953 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #506.

WCG Wealth Advisors first reported a position in HEGD in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • WCG Wealth Advisors held 16,953 shares of Swan Hedged Equity US Large Cap ETF worth $452K as of Q2 2026.
  • WCG Wealth Advisors sold 1,056 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $27.7K.
  • Swan Hedged Equity US Large Cap ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #506 holding.
  • WCG Wealth Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.