Cerity Partners
ISWN icon

Cerity Partners’s Amplify BlackSwan ISWN ETF ISWN Stock Holding History

Cerity Partners’s Portfolio ISWN Stock Details ISWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.7M Buy
1,518,840
+27,329
+2% +$605K 0.05% 326
2025
Q4 		$32M Buy
1,491,511
+7,448
+0.5% +$159K 0.05% 307
2025
Q3 		$31.3M Sell
1,484,063
-2,882
-0.2% -$60K 0.05% 283
2025
Q2 		$30.7M Sell
1,486,945
-31,834
-2% -$628K 0.05% 275
2025
Q1 		$29M Sell
1,518,779
-17,856
-1% -$337K 0.06% 267
2024
Q4 		$27.6M Sell
1,536,635
-17,006
-1% -$323K 0.06% 259
2024
Q3 		$31.9M Sell
1,553,641
-36,544
-2% -$725K 0.07% 235
2024
Q2 		$30.2M Sell
1,590,185
-45,913
-3% -$876K 0.08% 214
2024
Q1 		$31.8M Sell
1,636,098
-123,046
-7% -$2.35M 0.08% 217
2023
Q4 		$33.9M Sell
1,759,144
-97,218
-5% -$1.75M 0.11% 175
2023
Q3 		$32.7M Buy
1,856,362
+370,083
+25% +$6.87M 0.16% 141
2023
Q2 		$28.3M Buy
+1,486,279
New +$28.9M 0.11% 183

Other funds holding ISWN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's ISWN Position: Q1 2026 in Review

Cerity Partners increased its Amplify BlackSwan ISWN ETF (ISWN) stake by 1.8% in Q1 2026, buying an estimated $605K and bringing the position to 1,518,840 shares worth $32.7M. The position accounts for 0.05% of the portfolio, ranked #326.

Cerity Partners first reported a position in ISWN in Q2 2023 and has held it in 12 quarters since. The position peaked at $33.9M in Q4 2023. 7 funds tracked by Wall St. Rank hold ISWN as of Q1 2026.

  • Cerity Partners held 1,518,840 shares of Amplify BlackSwan ISWN ETF worth $32.7M as of Q1 2026.
  • Cerity Partners bought 27,329 Amplify BlackSwan ISWN ETF shares in Q1 2026, an estimated $605K.
  • Amplify BlackSwan ISWN ETF made up 0.05% of Cerity Partners's portfolio in Q1 2026, its #326 holding.
  • Cerity Partners first reported a position in Amplify BlackSwan ISWN ETF in Q2 2023 and has held it in 12 quarters since.
  • Cerity Partners's Amplify BlackSwan ISWN ETF position peaked at $33.9M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Amplify BlackSwan ISWN ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.