Ethos Financial Group, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1954242
KING OF PRUSSIA, PA
Position in HEGD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,139,947
New position
Shares Held
267,815
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#14
of 48 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in HEGD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,139,947 | 267,815 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||