APW
SWZ

Allied Private Wealth’s Swiss Helvetia Fund SWZ Stock Holding History

Allied Private Wealth’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67K Buy
+619
New +$3.71K ﹤0.01% 650

Other funds holding SWZ

CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Allied Private Wealth's SWZ Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Swiss Helvetia Fund (SWZ) in Q2 2026: 619 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings.

41 funds tracked by Wall St. Rank hold SWZ as of Q2 2026.

  • Allied Private Wealth held 619 shares of Swiss Helvetia Fund worth $3.67K as of Q2 2026.
  • Swiss Helvetia Fund was a new Allied Private Wealth position in Q2 2026.
  • Swiss Helvetia Fund made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #650 holding.
  • 41 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.