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BFC Planning, Inc.’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

BFC Planning, Inc.’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
2025
Q4 		– Sell
-400
Closed -$12.9K – 3323
2025
Q3 		$12.9K Sell
400
-3,150
-89% -$98.6K ﹤0.01% 1782
2025
Q2 		$109K Hold
3,550
– – 0.01% 855
2025
Q1 		$102K Hold
3,550
– – 0.01% 860
2024
Q4 		$104K Buy
+3,550
New +$107K 0.01% 854

Other funds holding SWAN

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Cerity Partners
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LaSalle St. Investment Advisors
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LifePlan Financial
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

BFC Planning, Inc.'s SWAN Position: Q4 2025 in Review

BFC Planning, Inc. sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2025, closing a stake of 400 shares — an estimated $12.9K sold.

BFC Planning, Inc. first reported a position in SWAN in Q4 2024 and held it in 4 quarters. The position peaked at $109K in Q2 2025. 36 funds tracked by Wall St. Rank hold SWAN as of Q4 2025.

  • BFC Planning, Inc. reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2025 after selling out during the quarter.
  • BFC Planning, Inc. sold 400 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2025, an estimated $12.9K.
  • BFC Planning, Inc. first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2024 and held it in 4 quarters.
  • BFC Planning, Inc.'s Amplify BlackSwan Growth & Treasure Core ETF position peaked at $109K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2025.

Based on BFC Planning, Inc.'s 13F filing for Q4 2025, filed 29 Oct 2026.