MML Investors Services’s SWP Growth & Income ETF SWP Stock Holding History

MML Investors Services’s Portfolio SWP Stock Details SWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-23,457	Closed	-$624K	–	3331
2026 Q1	$624K	Buy	23,457 +551	+2%	+$15.6K	﹤0.01%	2084
2025 Q4	$636K	Buy	+22,906	New	+$646K	﹤0.01%	2100

Other funds holding SWP

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services's SWP Position: Q2 2026 in Review

MML Investors Services sold out of SWP Growth & Income ETF (SWP) in Q2 2026, closing a stake of 23,457 shares — an estimated $624K sold.

MML Investors Services first reported a position in SWP in Q4 2025 and held it in 2 quarters. The position peaked at $636K in Q4 2025. 5 funds tracked by Wall St. Rank hold SWP as of Q2 2026.

MML Investors Services reported no remaining SWP Growth & Income ETF position as of Q2 2026 after selling out during the quarter.
MML Investors Services sold 23,457 SWP Growth & Income ETF shares in Q2 2026, an estimated $624K.
MML Investors Services first reported a position in SWP Growth & Income ETF in Q4 2025 and held it in 2 quarters.
MML Investors Services's SWP Growth & Income ETF position peaked at $636K in Q4 2025.
5 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.