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Meridian Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Meridian Wealth Management’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
Q1 		– Sell
-6,546
Closed -$213K – 811
2025
Q4 		$213K Hold
6,546
– – 0.01% 709
2025
Q3 		$211K Sell
6,546
-526
-7% -$16.5K 0.01% 670
2025
Q2 		$217K Buy
+7,072
New +$206K 0.01% 630
2024
Q2 		– Sell
-8,853
Closed -$246K – 483
2024
Q1 		$246K Sell
8,853
-937
-10% -$25.3K 0.04% 182
2023
Q4 		$259K Sell
9,790
-12,026
-55% -$298K 0.02% 526
2023
Q3 		$523K Sell
21,816
-6,127
-22% -$155K 0.03% 357
2023
Q2 		$719K Sell
27,943
-7,253
-21% -$185K 0.06% 252
2023
Q1 		$899K Sell
35,196
-3,193
-8% -$80.5K 0.08% 222
2022
Q4 		$939K Sell
38,389
-4,929
-11% -$123K 0.09% 203
2022
Q3 		$1.07M Sell
43,318
-9,637
-18% -$262K 0.12% 174
2022
Q2 		$1.43M Buy
+52,955
New +$1.5M 0.12% 187

Other funds holding SWAN

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
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
LF
LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Meridian Wealth Management's SWAN Position: Q1 2026 in Review

Meridian Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2026, closing a stake of 6,546 shares — an estimated $213K sold.

Meridian Wealth Management first reported a position in SWAN in Q2 2022 and held it in 11 quarters. The position peaked at $1.43M in Q2 2022. 37 funds tracked by Wall St. Rank hold SWAN as of Q1 2026.

  • Meridian Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 6,546 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2026, an estimated $213K.
  • Meridian Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2022 and held it in 11 quarters.
  • Meridian Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1.43M in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.