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LifePlan Financial’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

LifePlan Financial’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 		$4.88M Sell
146,278
-877
-0.6% -$29K 3.42% 5
2026
Q1 		$4.57M Buy
147,155
+5,861
+4% +$189K 3.38% 5
2025
Q4 		$4.59M Buy
141,294
+186
+0.1% +$6.07K 3.52% 5
2025
Q3 		$4.54M Buy
141,108
+43
+0% +$1.35K 3.6% 5
2025
Q2 		$4.32M Sell
141,065
-2,201
-2% -$64.1K 3.58% 5
2025
Q1 		$4.11M Buy
143,266
+3,280
+2% +$96.9K 3.59% 6
2024
Q4 		$4.11M Sell
139,986
-206
-0.1% -$6.23K 3.63% 5
2024
Q3 		$4.26M Sell
140,192
-697
-0.5% -$20.5K 3.66% 5
2024
Q2 		$4M Sell
140,889
-135
-0.1% -$3.71K 3.68% 5
2024
Q1 		$3.94M Sell
141,024
-1,656
-1% -$44.8K 3.61% 5
2023
Q4 		$3.79M Buy
+142,680
New +$3.53M 3.8% 5

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SF
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
OMC
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 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LifePlan Financial's SWAN Position: Q2 2026 in Review

LifePlan Financial reduced its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 0.6% in Q2 2026, selling an estimated $29K and leaving 146,278 shares worth $4.88M. The position accounts for 3.42% of the portfolio, ranked #5.

LifePlan Financial first reported a position in SWAN in Q4 2023 and has held it in 11 quarters since. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

  • LifePlan Financial held 146,278 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $4.88M as of Q2 2026.
  • LifePlan Financial sold 877 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2026, an estimated $29K.
  • Amplify BlackSwan Growth & Treasure Core ETF made up 3.42% of LifePlan Financial's portfolio in Q2 2026, its #5 holding.
  • LifePlan Financial first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2023 and has held it in 11 quarters since.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.