Parallel Advisors’s SWP Growth & Income ETF SWP Stock Holding History

Parallel Advisors’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	-122	Closed	-$3.38K	–	3781
2025 Q3	$3.38K	Buy	+122	New	+$3.32K	﹤0.01%	2919

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

Parallel Advisors's SWP Position: Q4 2025 in Review

Parallel Advisors sold out of SWP Growth & Income ETF (SWP) in Q4 2025, closing a stake of 122 shares — an estimated $3.38K sold.

Parallel Advisors first reported a position in SWP in Q3 2025 and held it in 1 quarter. The position peaked at $3.38K in Q3 2025. 5 funds tracked by Wall St. Rank hold SWP as of Q4 2025.

Parallel Advisors reported no remaining SWP Growth & Income ETF position as of Q4 2025 after selling out during the quarter.
Parallel Advisors sold 122 SWP Growth & Income ETF shares in Q4 2025, an estimated $3.38K.
Parallel Advisors first reported a position in SWP Growth & Income ETF in Q3 2025 and held it in 1 quarter.
Parallel Advisors's SWP Growth & Income ETF position peaked at $3.38K in Q3 2025.
5 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q4 2025.

Based on Parallel Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.