Harbour Investments
SWAN icon

Harbour Investments’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Harbour Investments’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 		$9.24K Buy
277
+2
+0.7% +$66 ﹤0.01% 3403
2026
Q1 		$8.55K Buy
275
+201
+272% +$6.5K ﹤0.01% 3345
2025
Q4 		$2.4K Hold
74
– – ﹤0.01% 3265
2025
Q3 		$2.38K Sell
74
-1
-1% -$31 ﹤0.01% 3227
2025
Q2 		$2.29K Hold
75
– – ﹤0.01% 3095
2025
Q1 		$2.14K Sell
75
-182
-71% -$5.38K ﹤0.01% 3072
2024
Q4 		$7.53K Sell
257
-767
-75% -$23.2K ﹤0.01% 2577
2024
Q3 		$31.1K Hold
1,024
– – ﹤0.01% 1877
2024
Q2 		$29K Hold
1,024
– – ﹤0.01% 1790
2024
Q1 		$28.6K Hold
1,024
– – ﹤0.01% 1784
2023
Q4 		$27.2K Sell
1,024
-681
-40% -$16.9K ﹤0.01% 1725
2023
Q3 		$40.7K Hold
1,705
– – ﹤0.01% 1446
2023
Q2 		$43.9K Buy
1,705
+1
+0.1% +$26 ﹤0.01% 1416
2023
Q1 		$43.5K Buy
1,704
+2
+0.1% +$50 ﹤0.01% 1416
2022
Q4 		$41.6K Buy
1,702
+2
+0.1% +$50 ﹤0.01% 1371
2022
Q3 		$46K Hold
1,700
– – ﹤0.01% 1301
2022
Q2 		$46K Buy
+1,700
New +$48.2K ﹤0.01% 1301
2021
Q4 		$474K Sell
13,725
-8,243
-38% -$293K 0.03% 442
2021
Q3 		$752K Buy
21,968
+4,312
+24% +$152K 0.02% 514
2021
Q2 		$605K Hold
17,656
– – 0.02% 602
2021
Q1 		$564K Buy
+17,656
New +$572K 0.02% 568

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

Harbour Investments's SWAN Position: Q2 2026 in Review

Harbour Investments increased its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 0.73% in Q2 2026, buying an estimated $66 and bringing the position to 277 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

Harbour Investments first reported a position in SWAN in Q1 2021 and has held it in 21 quarters since. The position peaked at $752K in Q3 2021. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

  • Harbour Investments held 277 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $9.24K as of Q2 2026.
  • Harbour Investments bought 2 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2026, an estimated $66.
  • Amplify BlackSwan Growth & Treasure Core ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3403 holding.
  • Harbour Investments first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $752K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.