Wealth Enhancement Advisory Services
HEGD icon

Wealth Enhancement Advisory Services’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Wealth Enhancement Advisory Services’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 		$353K Sell
13,147
-325
-2% -$8.52K ﹤0.01% 3041
2026
Q1 		$334K Buy
13,472
+3,619
+37% +$91.4K ﹤0.01% 2671
2025
Q4 		$251K Sell
9,853
-1,703
-15% -$43K ﹤0.01% 3077
2025
Q3 		$289K Hold
11,556
– – ﹤0.01% 2833
2025
Q2 		$274K Buy
+11,556
New +$259K ﹤0.01% 2717

Other funds holding HEGD

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
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's HEGD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 2.4% in Q2 2026, selling an estimated $8.52K and leaving 13,147 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #3041.

Wealth Enhancement Advisory Services first reported a position in HEGD in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,147 shares of Swan Hedged Equity US Large Cap ETF worth $353K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 325 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $8.52K.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3041 holding.
  • Wealth Enhancement Advisory Services first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.