Regal Investment Advisors LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1559789
KENTWOOD, MI
Position in HEGD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$938,112
+$185,355 QoQ
Shares Held
35,188
+15.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#25
of 48 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in HEGD Over Time
Shares Held
Position Value (USD)
All Filings in HEGD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,112 | 35,188 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $752,757 | 30,476 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $1,105,891 | 51,993 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||