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Badgley Phelps Wealth Managers’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Badgley Phelps Wealth Managers’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 		$246K Buy
+7,371
New +$244K ﹤0.01% 307

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

Badgley Phelps Wealth Managers's SWAN Position: Q2 2026 in Review

Badgley Phelps Wealth Managers opened a new position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2026: 7,371 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #307 among its holdings.

35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

  • Badgley Phelps Wealth Managers held 7,371 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $246K as of Q2 2026.
  • Amplify BlackSwan Growth & Treasure Core ETF was a new Badgley Phelps Wealth Managers position in Q2 2026.
  • Amplify BlackSwan Growth & Treasure Core ETF made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #307 holding.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.