Simplicity Wealth’s SWP Growth & Income ETF SWP Stock Holding History

Simplicity Wealth’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	-7,525	Closed	-$208K	–	791
2025 Q3	$208K	Buy	+7,525	New	+$205K	0.01%	671

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 $147M AUM 24.82% 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

Simplicity Wealth's SWP Position: Q4 2025 in Review

Simplicity Wealth sold out of SWP Growth & Income ETF (SWP) in Q4 2025, closing a stake of 7,525 shares — an estimated $208K sold.

Simplicity Wealth first reported a position in SWP in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 5 funds tracked by Wall St. Rank hold SWP as of Q4 2025.

Simplicity Wealth reported no remaining SWP Growth & Income ETF position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 7,525 SWP Growth & Income ETF shares in Q4 2025, an estimated $208K.
Simplicity Wealth first reported a position in SWP Growth & Income ETF in Q3 2025 and held it in 1 quarter.
Simplicity Wealth's SWP Growth & Income ETF position peaked at $208K in Q3 2025.
5 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.