Global Retirement Partners
SWAN icon

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
2026
Q2 		$44.6K Buy
+1,338
New +$44.2K ﹤0.01% 2591
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

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
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
Old Mission Capital
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 19.8% 1-Year Est. Return

Global Retirement Partners's SWAN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2026: 1,338 shares worth $44.6K. The stake represents ﹤0.01% of the portfolio and ranks #2591 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SWAN as recently as Q4 2025.

Global Retirement Partners first reported a position in SWAN in Q4 2020 and has held it in 20 quarters since. The position peaked at $496K in Q3 2021. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

  • Global Retirement Partners held 1,338 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $44.6K as of Q2 2026.
  • Amplify BlackSwan Growth & Treasure Core ETF was a new Global Retirement Partners position in Q2 2026.
  • Amplify BlackSwan Growth & Treasure Core ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2591 holding.
  • Global Retirement Partners first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $496K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.