Clearstead Advisors’s SWP Growth & Income ETF SWP Stock Holding History

Clearstead Advisors’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 Q2	$183K	Buy	+6,550	New	+$186K	﹤0.01%	1090

Other funds holding SWP

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearstead Advisors's SWP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in SWP Growth & Income ETF (SWP) in Q2 2026: 6,550 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings.

5 funds tracked by Wall St. Rank hold SWP as of Q2 2026.

Clearstead Advisors held 6,550 shares of SWP Growth & Income ETF worth $183K as of Q2 2026.
SWP Growth & Income ETF was a new Clearstead Advisors position in Q2 2026.
SWP Growth & Income ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1090 holding.
5 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.