GRP
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Global Retirement Partners’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Global Retirement Partners’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 		$42.6K Buy
1,313
+9
+0.7% +$294 ﹤0.01% 2451
2025
Q3 		$42K Buy
1,304
+189
+17% +$5.92K ﹤0.01% 1996
2025
Q2 		$34.2K Buy
+1,115
New +$32.5K ﹤0.01% 1981
2024
Q4 		$2.88K Hold
98
– – ﹤0.01% 2931
2024
Q3 		$2.97K Buy
98
+1
+1% +$29 ﹤0.01% 2793
2024
Q2 		$2.75K Buy
97
+1
+1% +$28 ﹤0.01% 2849
2024
Q1 		$2.69K Hold
96
– – ﹤0.01% 2632
2023
Q4 		$2.52K Buy
96
+1
+1% +$25 ﹤0.01% 2586
2023
Q3 		$2.25K Sell
95
-499
-84% -$12.6K ﹤0.01% 2496
2023
Q2 		$15.3K Hold
594
– – ﹤0.01% 1794
2023
Q1 		$15.2K Buy
594
+1
+0.2% +$25 ﹤0.01% 1758
2022
Q4 		$14.5K Sell
593
-838
-59% -$21K ﹤0.01% 1622
2022
Q3 		$35K Sell
1,431
-12,646
-90% -$343K ﹤0.01% 1157
2022
Q2 		$380K Sell
14,077
-91
-0.6% -$2.58K 0.03% 403
2022
Q1 		$396K Buy
+14,168
New +$454K 0.03% 396
2021
Q4 		– Sell
-14,488
Closed -$496K – 1607
2021
Q3 		$496K Buy
14,488
+5,561
+62% +$196K 0.05% 303
2021
Q2 		$306K Buy
8,927
+8,427
+1,685% +$281K 0.03% 380
2021
Q1 		$16K Hold
500
– – ﹤0.01% 1176
2020
Q4 		$16K Buy
+500
New +$16.2K ﹤0.01% 1120

Other funds holding SWAN

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Global Retirement Partners's SWAN Position: Q4 2025 in Review

Global Retirement Partners increased its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 0.69% in Q4 2025, buying an estimated $294 and bringing the position to 1,313 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Global Retirement Partners first reported a position in SWAN in Q4 2020 and has held it in 19 quarters since. The position peaked at $496K in Q3 2021. 36 funds tracked by Wall St. Rank hold SWAN as of Q4 2025.

  • Global Retirement Partners held 1,313 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $42.6K as of Q4 2025.
  • Global Retirement Partners bought 9 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2025, an estimated $294.
  • Amplify BlackSwan Growth & Treasure Core ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2451 holding.
  • Global Retirement Partners first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2020 and has held it in 19 quarters since.
  • Global Retirement Partners's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $496K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.