Brian Low Financial Group’s SWP Growth & Income ETF SWP Stock Holding History

Brian Low Financial Group’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 Q1	$18.8M	Buy	708,588 +50,916	+8%	+$1.44M	12.81%	1
2025 Q4	$18.3M	Buy	657,672 +33,204	+5%	+$936K	12.95%	1
2025 Q3	$17.3M	Buy	624,468 +13,982	+2%	+$380K	13.41%	1
2025 Q2	$15.9M	Buy	+610,486	New	+$14.9M	14.9%	1

Other funds holding SWP

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brian Low Financial Group's SWP Position: Q1 2026 in Review

Brian Low Financial Group increased its SWP Growth & Income ETF (SWP) stake by 7.7% in Q1 2026, buying an estimated $1.44M and bringing the position to 708,588 shares worth $18.8M. The position accounts for 12.81% of the portfolio, ranked #1.

Brian Low Financial Group first reported a position in SWP in Q2 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold SWP as of Q1 2026.

Brian Low Financial Group held 708,588 shares of SWP Growth & Income ETF worth $18.8M as of Q1 2026.
Brian Low Financial Group bought 50,916 SWP Growth & Income ETF shares in Q1 2026, an estimated $1.44M.
SWP Growth & Income ETF made up 12.81% of Brian Low Financial Group's portfolio in Q1 2026, its #1 holding.
Brian Low Financial Group first reported a position in SWP Growth & Income ETF in Q2 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.