Angeles Wealth Management
SWAN icon

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

Angeles 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
Q3 		$107K Hold
3,344
– – ﹤0.01% 515
2026
Q2 		$112K Hold
3,344
– – 0.01% 534
2026
Q1 		$104K Hold
3,344
– – 0.01% 446
2025
Q4 		$109K Buy
+3,344
New +$109K 0.01% 393

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Angeles Wealth Management's SWAN Position: Q3 2026 in Review

Angeles Wealth Management held its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) position steady in Q3 2026 at 3,344 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Angeles Wealth Management first reported a position in SWAN in Q4 2025 and has held it in 4 quarters since. The position peaked at $112K in Q2 2026. 20 funds tracked by Wall St. Rank hold SWAN as of Q3 2026.

  • Angeles Wealth Management held 3,344 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $107K as of Q3 2026.
  • Angeles Wealth Management left its Amplify BlackSwan Growth & Treasure Core ETF share count unchanged in Q3 2026.
  • Amplify BlackSwan Growth & Treasure Core ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q3 2026, its #515 holding.
  • Angeles Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2025 and has held it in 4 quarters since.
  • Angeles Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $112K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.