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RDA Financial Network’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

RDA Financial Network’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
Q2 		$1.01M Sell
30,226
-1,037
-3% -$34.3K 0.22% 100
2026
Q1 		$971K Buy
31,263
+2,911
+10% +$94.1K 0.24% 102
2025
Q4 		$921K Sell
28,352
-635
-2% -$20.7K 0.22% 107
2025
Q3 		$933K Sell
28,987
-3,147
-10% -$98.5K 0.23% 108
2025
Q2 		$985K Sell
32,134
-6,179
-16% -$180K 0.27% 103
2025
Q1 		$1.1M Sell
38,313
-5,063
-12% -$150K 0.33% 92
2024
Q4 		$1.27M Sell
43,376
-21,345
-33% -$646K 0.37% 83
2024
Q3 		$1.97M Sell
64,721
-8,773
-12% -$258K 0.61% 46
2024
Q2 		$2.08M Sell
73,494
-30,071
-29% -$827K 0.68% 39
2024
Q1 		$2.89M Sell
103,565
-546
-0.5% -$14.8K 0.99% 26
2023
Q4 		$2.77M Sell
104,111
-1,533
-1% -$37.9K 1.05% 25
2023
Q3 		$2.52M Sell
105,644
-1,732
-2% -$43.8K 1.09% 27
2023
Q2 		$2.76M Sell
107,376
-66
-0.1% -$1.69K 1.16% 24
2023
Q1 		$2.74M Sell
107,442
-2,607
-2% -$65.7K 1.25% 22
2022
Q4 		$2.69M Buy
110,049
+3,974
+4% +$99.4K 1.35% 18
2022
Q3 		$2.63M Buy
106,075
+741
+0.7% +$20.1K 1.44% 14
2022
Q2 		$2.84M Sell
105,334
-2,394
-2% -$67.9K 1.43% 13
2022
Q1 		$3.37M Buy
107,728
+1,458
+1% +$46.7K 1.42% 16
2021
Q4 		$3.67M Buy
106,270
+4,717
+5% +$168K 1.5% 12
2021
Q3 		$3.48M Sell
101,553
-883
-0.9% -$31.1K 1.53% 10
2021
Q2 		$3.51M Sell
102,436
-24
-0% -$802 1.55% 10
2021
Q1 		$3.27M Buy
102,460
+3,107
+3% +$101K 1.4% 13
2020
Q4 		$3.26M Sell
99,353
-875
-0.9% -$28.3K 1.47% 10
2020
Q3 		$3.17M Buy
+100,228
New +$3.18M 1.44% 12

Other funds holding SWAN

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
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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RDA Financial Network's SWAN Position: Q2 2026 in Review

RDA Financial Network reduced its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 3.3% in Q2 2026, selling an estimated $34.3K and leaving 30,226 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #100.

RDA Financial Network first reported a position in SWAN in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.67M in Q4 2021. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

  • RDA Financial Network held 30,226 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $1.01M as of Q2 2026.
  • RDA Financial Network sold 1,037 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2026, an estimated $34.3K.
  • Amplify BlackSwan Growth & Treasure Core ETF made up 0.22% of RDA Financial Network's portfolio in Q2 2026, its #100 holding.
  • RDA Financial Network first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and has held it in 24 quarters since.
  • RDA Financial Network's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $3.67M in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.