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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
Q1 		$104K Hold
3,344
– – 0.01% 446
2025
Q4 		$109K Buy
+3,344
New +$109K 0.01% 393

Other funds holding SWAN

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Angeles Wealth Management's SWAN Position: Q1 2026 in Review

Angeles Wealth Management held its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) position steady in Q1 2026 at 3,344 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #446.

Angeles Wealth Management first reported a position in SWAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $109K in Q4 2025. 37 funds tracked by Wall St. Rank hold SWAN as of Q1 2026.

  • Angeles Wealth Management held 3,344 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $104K as of Q1 2026.
  • Angeles Wealth Management left its Amplify BlackSwan Growth & Treasure Core ETF share count unchanged in Q1 2026.
  • Amplify BlackSwan Growth & Treasure Core ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #446 holding.
  • Angeles Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2025 and has held it in 2 quarters since.
  • Angeles Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $109K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.