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 Q3	$20.7M	Sell	766,013 -5,559	-0.7%	-$158K	11.54%	1
2026 Q2	$21.5M	Buy	771,572 +62,984	+9%	+$1.79M	12.54%	1
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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Brian Low Financial Group's SWP Position: Q3 2026 in Review

Brian Low Financial Group reduced its SWP Growth & Income ETF (SWP) stake by 0.72% in Q3 2026, selling an estimated $158K and leaving 766,013 shares worth $20.7M. The position accounts for 11.54% of the portfolio, ranked #1.

Brian Low Financial Group first reported a position in SWP in Q2 2025 and has held it in 6 quarters since. The position peaked at $21.5M in Q2 2026. 2 funds tracked by Wall St. Rank hold SWP as of Q3 2026.

Brian Low Financial Group held 766,013 shares of SWP Growth & Income ETF worth $20.7M as of Q3 2026.
Brian Low Financial Group sold 5,559 SWP Growth & Income ETF shares in Q3 2026, an estimated $158K.
SWP Growth & Income ETF made up 11.54% of Brian Low Financial Group's portfolio in Q3 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 6 quarters since.
Brian Low Financial Group's SWP Growth & Income ETF position peaked at $21.5M in Q2 2026.
2 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.