Ausdal Financial Partners, Inc.
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1667146
Davenport, IA
Position in HEGD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,042,181
+$913,630 QoQ
Shares Held
376,676
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#12
of 48 holders
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,042,181 | 376,676 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,128,551 | 369,577 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $8,766,600 | 347,743 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,314,034 | 333,629 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $994,402 | 42,315 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $962,921 | 43,969 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $283,280 | 12,726 | Shares | Sole | 2024-10-04 | |
| No filing history on record for this holder in this stock. | ||||||