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WR Wealth Planners’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$10.1K Hold
450
– – ﹤0.01% 591
2024
Q3 		$10K Sell
450
-300
-40% -$6.49K ﹤0.01% 627
2024
Q2 		$16K Hold
750
– – ﹤0.01% 485
2024
Q1 		$15.5K Buy
+750
New +$15K ﹤0.01% 502

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

WR Wealth Planners's HEGD Position: Q4 2024 in Review

WR Wealth Planners held its Swan Hedged Equity US Large Cap ETF (HEGD) position steady in Q4 2024 at 450 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

WR Wealth Planners first reported a position in HEGD in Q1 2024 and has held it in 4 quarters since. The position peaked at $16K in Q2 2024. 62 funds tracked by Wall St. Rank hold HEGD as of Q4 2024.

  • WR Wealth Planners held 450 shares of Swan Hedged Equity US Large Cap ETF worth $10.1K as of Q4 2024.
  • WR Wealth Planners left its Swan Hedged Equity US Large Cap ETF share count unchanged in Q4 2024.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #591 holding.
  • WR Wealth Planners first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Swan Hedged Equity US Large Cap ETF position peaked at $16K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.