HighTower Advisors
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HighTower Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

HighTower Advisors’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
Q2 		– Sell
-7,657
Closed -$220K – 3971
2025
Q1 		$220K Hold
7,657
– – ﹤0.01% 3106
2024
Q4 		$225K Sell
7,657
-3,876
-34% -$117K ﹤0.01% 3112
2024
Q3 		$350K Sell
11,533
-11,039
-49% -$325K ﹤0.01% 2695
2024
Q2 		$639K Sell
22,572
-4,062
-15% -$112K ﹤0.01% 2140
2024
Q1 		$744K Sell
26,634
-6,969
-21% -$189K ﹤0.01% 1999
2023
Q4 		$894K Sell
33,603
-4,300
-11% -$106K ﹤0.01% 1903
2023
Q3 		$907K Buy
+37,903
New +$959K ﹤0.01% 1844
2022
Q4 		– Sell
-19,388
Closed -$484K – 3509
2022
Q3 		$484K Buy
19,388
+7
+0% +$190 ﹤0.01% 2050
2022
Q2 		$524K Buy
19,381
+3
+0% +$85 ﹤0.01% 2026
2022
Q1 		$607K Sell
19,378
-589
-3% -$18.9K ﹤0.01% 2050
2021
Q4 		$689K Sell
19,967
-288
-1% -$10.2K ﹤0.01% 1963
2021
Q3 		$694K Sell
20,255
-1,199
-6% -$42.3K ﹤0.01% 1865
2021
Q2 		$736K Hold
21,454
– – ﹤0.01% 1825
2021
Q1 		$684K Buy
21,454
+301
+1% +$9.75K ﹤0.01% 1782
2020
Q4 		$695K Buy
21,153
+800
+4% +$25.8K ﹤0.01% 1456
2020
Q3 		$646K Buy
20,353
+3
+0% +$95 ﹤0.01% 1452
2020
Q2 		$625K Buy
20,350
+107
+0.5% +$3.2K ﹤0.01% 1352
2020
Q1 		$582K Buy
+20,243
New +$593K ﹤0.01% 1266

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
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
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

HighTower Advisors's SWAN Position: Q2 2025 in Review

HighTower Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2025, closing a stake of 7,657 shares — an estimated $220K sold.

HighTower Advisors first reported a position in SWAN in Q1 2020 and held it in 18 quarters. The position peaked at $907K in Q3 2023. 32 funds tracked by Wall St. Rank hold SWAN as of Q2 2025.

  • HighTower Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2025 after selling out during the quarter.
  • HighTower Advisors sold 7,657 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2025, an estimated $220K.
  • HighTower Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2020 and held it in 18 quarters.
  • HighTower Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $907K in Q3 2023.
  • 32 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.