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 Q3	$4.7M	Sell	145,428 -850	-0.6%	-$28.1K	3.32%	5
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

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LifePlan Financial's SWAN Position: Q3 2026 in Review

LifePlan Financial reduced its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 0.58% in Q3 2026, selling an estimated $28.1K and leaving 145,428 shares worth $4.7M. The position accounts for 3.32% of the portfolio, ranked #5.

LifePlan Financial first reported a position in SWAN in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.88M in Q2 2026. 3 funds tracked by Wall St. Rank hold SWAN as of Q3 2026.

LifePlan Financial held 145,428 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $4.7M as of Q3 2026.
LifePlan Financial sold 850 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2026, an estimated $28.1K.
Amplify BlackSwan Growth & Treasure Core ETF made up 3.32% of LifePlan Financial's portfolio in Q3 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 12 quarters since.
LifePlan Financial's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $4.88M in Q2 2026.
3 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2026.

Based on LifePlan Financial's 13F filing for Q3 2026, filed 13 Oct 2026.