AssetMark Inc’s SWP Growth & Income ETF SWP Stock Holding History

AssetMark Inc’s Portfolio SWP Stock Details SWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,072	Closed	-$28.5K	–	3685
2026 Q1	$28.5K	Buy	+1,072	New	+$30.3K	﹤0.01%	1938

Other funds holding SWP

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

AssetMark Inc's SWP Position: Q2 2026 in Review

AssetMark Inc sold out of SWP Growth & Income ETF (SWP) in Q2 2026, closing a stake of 1,072 shares — an estimated $28.5K sold.

AssetMark Inc first reported a position in SWP in Q1 2026 and held it in 1 quarter. The position peaked at $28.5K in Q1 2026. 1 fund tracked by Wall St. Rank holds SWP as of Q2 2026.

AssetMark Inc reported no remaining SWP Growth & Income ETF position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 1,072 SWP Growth & Income ETF shares in Q2 2026, an estimated $28.5K.
AssetMark Inc first reported a position in SWP Growth & Income ETF in Q1 2026 and held it in 1 quarter.
AssetMark Inc's SWP Growth & Income ETF position peaked at $28.5K in Q1 2026.
1 fund tracked by Wall St. Rank held SWP Growth & Income ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.