Momentum Wealth Planning, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 2087652
ESTERO, FL
Position in HEGD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$775,992
+$54,580 QoQ
Shares Held
29,107
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#29
of 48 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in HEGD Over Time
Shares Held
Position Value (USD)
All Filings in HEGD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,992 | 29,107 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $721,412 | 29,207 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||