Natural Investments’s SWP Growth & Income ETF SWP Stock Holding History

Natural Investments’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
2025 Q4	–	Sell	-648,776	Closed	-$6.91M	–	306
2025 Q3	$6.91M	Buy	+648,776	New	+$17.7M	1.71%	13

Other funds holding SWP

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

BLFG

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Natural Investments's SWP Position: Q4 2025 in Review

Natural Investments sold out of SWP Growth & Income ETF (SWP) in Q4 2025, closing a stake of 648,776 shares — an estimated $6.91M sold.

Natural Investments first reported a position in SWP in Q3 2025 and held it in 1 quarter. The position peaked at $6.91M in Q3 2025. 5 funds tracked by Wall St. Rank hold SWP as of Q4 2025.

Natural Investments reported no remaining SWP Growth & Income ETF position as of Q4 2025 after selling out during the quarter.
Natural Investments sold 648,776 SWP Growth & Income ETF shares in Q4 2025, an estimated $6.91M.
Natural Investments first reported a position in SWP Growth & Income ETF in Q3 2025 and held it in 1 quarter.
Natural Investments's SWP Growth & Income ETF position peaked at $6.91M in Q3 2025.
5 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q4 2025.

Based on Natural Investments's 13F filing for Q4 2025, filed 23 Jan 2026.