AE Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

AE Wealth Management’s Portfolio SWAN Stock Details SWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.2K	Hold	66	–	–	﹤0.01%	2543
2026 Q1	$2.05K	Hold	66	–	–	﹤0.01%	2468
2025 Q4	$2.14K	Hold	66	–	–	﹤0.01%	2328
2025 Q3	$2.12K	Hold	66	–	–	﹤0.01%	2167
2025 Q2	$2.02K	Hold	66	–	–	﹤0.01%	2046
2025 Q1	$1.9K	Buy	+66	New	+$1.95K	﹤0.01%	2037
2023 Q4	–	Sell	-10,063	Closed	-$240K	–	2173
2023 Q3	$240K	Buy	+10,063	New	+$255K	﹤0.01%	1707
2022 Q3	–	Sell	-8,651	Closed	-$233K	–	1869
2022 Q2	$233K	Sell	8,651 -1,389	-14%	-$39.4K	﹤0.01%	1538
2022 Q1	$314K	Buy	+10,040	New	+$322K	﹤0.01%	1398
2021 Q3	–	Sell	-23,437	Closed	-$803K	–	1710
2021 Q2	$803K	Buy	+23,437	New	+$783K	0.01%	915

Other funds holding SWAN

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

AE Wealth Management's SWAN Position: Q2 2026 in Review

AE Wealth Management held its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) position steady in Q2 2026 at 66 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

AE Wealth Management first reported a position in SWAN in Q2 2021 and has held it in 10 quarters since. The position peaked at $803K in Q2 2021. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

AE Wealth Management held 66 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $2.2K as of Q2 2026.
AE Wealth Management left its Amplify BlackSwan Growth & Treasure Core ETF share count unchanged in Q2 2026.
Amplify BlackSwan Growth & Treasure Core ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2543 holding.
AE Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2021 and has held it in 10 quarters since.
AE Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $803K in Q2 2021.
35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.