J.W. COLE ADVISORS, INC.
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1404763
TAMPA, FL
All Filings in HEGD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,256,995 | 172,348 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $728,745 | 28,907 | Shares | Sole | 2026-02-11 | |
| 2022-03-31 | $4,434,331 | 237,130 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $2,512,010 | 128,755 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $1,575,645 | 87,110 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||