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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
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

Other funds holding SWAN

Cerity Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Cetera Investment Advisers
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
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

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

Angeles Wealth Management held its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) position steady in Q2 2026 at 3,344 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #534.

Angeles Wealth Management first reported a position in SWAN in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

  • Angeles Wealth Management held 3,344 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $112K as of Q2 2026.
  • Angeles 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 Angeles Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Angeles Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.