LaSalle St. Investment Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

LaSalle St. Investment 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
2026 Q2	$16.4M	Buy	492,780 +19,033	+4%	+$629K	2.01%	9
2026 Q1	$14.7M	Sell	473,747 -10,391	-2%	-$336K	2.07%	9
2025 Q4	$15.7M	Sell	484,138 -36,331	-7%	-$1.18M	2.53%	8
2025 Q3	$16.8M	Buy	+520,469	New	+$16.3M	3%	6
2025 Q2	–	Sell	-287,075	Closed	-$8.24M	–	350
2025 Q1	$8.24M	Buy	+287,075	New	+$8.48M	1.94%	10

Other funds holding SWAN

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LaSalle St. Investment Advisors's SWAN Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 4% in Q2 2026, buying an estimated $629K and bringing the position to 492,780 shares worth $16.4M. The position accounts for 2.01% of the portfolio, ranked #9.

LaSalle St. Investment Advisors first reported a position in SWAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.8M in Q3 2025. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

LaSalle St. Investment Advisors held 492,780 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $16.4M as of Q2 2026.
LaSalle St. Investment Advisors bought 19,033 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2026, an estimated $629K.
Amplify BlackSwan Growth & Treasure Core ETF made up 2.01% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #9 holding.
LaSalle St. Investment Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2025 and has held it in 5 quarters since.
LaSalle St. Investment Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $16.8M in Q3 2025.
35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.