WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1632972
PLYMOUTH, MN
Position in HEGD
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$332,758
+$84,364 QoQ
Shares Held
13,472
+36.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEGD Over Time
Shares Held
Position Value (USD)
All Filings in HEGD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,758 | 13,472 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $248,394 | 9,853 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $287,975 | 11,556 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $271,566 | 11,556 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||