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Belpointe Asset Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Belpointe Asset 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 		$313K Buy
+9,368
New +$310K 0.01% 885
2023
Q2 		– Sell
-2,188
Closed -$55.9K – 3053
2023
Q1 		$55.9K Sell
2,188
-860
-28% -$21.7K ﹤0.01% 1634
2022
Q4 		$74.5K Sell
3,048
-2,995
-50% -$74.9K ﹤0.01% 1398
2022
Q3 		$150K Sell
6,043
-2,132
-26% -$57.9K 0.01% 968
2022
Q2 		$221K Buy
8,175
+693
+9% +$19.7K 0.01% 785
2022
Q1 		$234K Buy
+7,482
New +$240K 0.01% 846

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

Belpointe Asset Management's SWAN Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2026: 9,368 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in SWAN as recently as Q1 2023.

Belpointe Asset Management first reported a position in SWAN in Q1 2022 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

  • Belpointe Asset Management held 9,368 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $313K as of Q2 2026.
  • Amplify BlackSwan Growth & Treasure Core ETF was a new Belpointe Asset Management position in Q2 2026.
  • Amplify BlackSwan Growth & Treasure Core ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #885 holding.
  • Belpointe Asset Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2022 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.