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ASSETMARK, INC

Position in HEGD — Swan Hedged Equity US Large Cap ETF

CIK 1344551 CONCORD, CA

Position in HEGD

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$46,312
-$1,612 QoQ
Shares Held
1,875
-1.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HEGD Over Time

Shares Held

Position Value (USD)

All Filings in HEGD

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $46,312 1,875
2025-12-31 $47,924 1,901
2025-09-30 $47,372 1,901
2025-06-30 $44,673 1,901
2025-03-31 $42,726 1,951