MY Wealth Management »

Listed Fd Tr shares owned by MY Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by MY Wealth Management from 13F filings

Historical chart of MY Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by MY Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Listed Fd Tr by MY Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 129k 24.92

More positions owned by MY Wealth Management

Pacer Fds Tr Trendp Us Lar Cp (PTLC)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Globl Cash Etf (GCOW)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vaneck Etf Trust Vaneck Shrt Muni (SMB)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Dbx Etf Tr Xtrack Mun Infra (RVNU)

View all positions for MY Wealth Management

Top funds holding Listed Fd Tr

CWM
Swan Wealth Advisors
Blueprint Investment Partners
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Blueprint Financial Advisors
Financial Designs Corp
Vantage Financial Partners
Nelson, Van Denburg & Campbell Wealth Management
Beacon Pointe Advisors
Raymond James Financial
Spartan Planning & Wealth Management
Ausdal Financial Partners
Retirement Guys Formula

View all funds holding Listed Fd Tr