Cetera Investment Advisers
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Cetera Investment Advisers’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Cetera Investment Advisers’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 		$2.04M Sell
61,152
-5,203
-8% -$172K ﹤0.01% 2371
2026
Q1 		$2.06M Sell
66,355
-9,421
-12% -$304K ﹤0.01% 2258
2025
Q4 		$2.46M Buy
75,776
+2,312
+3% +$75.4K ﹤0.01% 2027
2025
Q3 		$2.36M Buy
73,464
+40,624
+124% +$1.27M ﹤0.01% 2033
2025
Q2 		$1.01M Sell
32,840
-32,413
-50% -$944K ﹤0.01% 2364
2025
Q1 		$1.87M Sell
65,253
-8,369
-11% -$247K ﹤0.01% 1796
2024
Q4 		$2.16M Sell
73,622
-3,330
-4% -$101K ﹤0.01% 1590
2024
Q3 		$2.34M Buy
76,952
+69,662
+956% +$2.05M 0.01% 1516
2024
Q2 		$207K Buy
+7,290
New +$201K ﹤0.01% 3335
2022
Q4 		– Sell
-353,452
Closed -$9K – 2163
2022
Q3 		$9K Buy
353,452
+161,912
+85% +$4.4M ﹤0.01% 1659
2022
Q2 		$5.17M Buy
191,540
+1,647
+0.9% +$46.7K 0.08% 249
2022
Q1 		$5.95M Buy
189,893
+28,803
+18% +$923K 0.09% 254
2021
Q4 		$5.56M Buy
161,090
+118,721
+280% +$4.22M 0.08% 258
2021
Q3 		$1.45M Buy
42,369
+22,546
+114% +$795K 0.02% 629
2021
Q2 		$679K Sell
19,823
-6,839
-26% -$228K 0.01% 951
2021
Q1 		$852K Sell
26,662
-1,625
-6% -$52.6K 0.02% 733
2020
Q4 		$928K Buy
+28,287
New +$914K 0.02% 691

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers's SWAN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 7.8% in Q2 2026, selling an estimated $172K and leaving 61,152 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Cetera Investment Advisers first reported a position in SWAN in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.95M in Q1 2022. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

  • Cetera Investment Advisers held 61,152 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $2.04M as of Q2 2026.
  • Cetera Investment Advisers sold 5,203 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2026, an estimated $172K.
  • Amplify BlackSwan Growth & Treasure Core ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2371 holding.
  • Cetera Investment Advisers first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2020 and has held it in 17 quarters since.
  • Cetera Investment Advisers's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $5.95M in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.