StoneX Group’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

StoneX Group’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	$333K	Buy	9,975 +33	+0.3%	+$1.09K	0.01%	767
2026 Q1	$309K	Buy	9,942 +8	+0.1%	+$259	0.02%	561
2025 Q4	$323K	Sell	9,934 -514	-5%	-$16.8K	0.01%	668
2025 Q3	$336K	Buy	+10,448	New	+$327K	0.01%	655
2022 Q4	–	Sell	-18,233	Closed	-$453K	–	753
2022 Q3	$453K	Buy	18,233 +1,224	+7%	+$33.2K	0.06%	288
2022 Q2	$459K	Sell	17,009 -12,038	-41%	-$341K	0.06%	311
2022 Q1	$910K	Buy	29,047 +22,324	+332%	+$715K	0.07%	233
2021 Q4	$232K	Hold	6,723	–	–	0.03%	469
2021 Q3	$230K	Buy	6,723 +525	+8%	+$18.5K	0.03%	428
2021 Q2	$212K	Buy	+6,198	New	+$207K	0.03%	439
2021 Q1	–	Sell	-6,198	Closed	-$203K	–	436
2020 Q4	$203K	Buy	+6,198	New	+$200K	0.04%	351

Other funds holding SWAN

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

StoneX Group's SWAN Position: Q2 2026 in Review

StoneX Group increased its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 0.33% in Q2 2026, buying an estimated $1.09K and bringing the position to 9,975 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #767.

StoneX Group first reported a position in SWAN in Q4 2020 and has held it in 11 quarters since. The position peaked at $910K in Q1 2022. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

StoneX Group held 9,975 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $333K as of Q2 2026.
StoneX Group bought 33 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2026, an estimated $1.09K.
Amplify BlackSwan Growth & Treasure Core ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #767 holding.
StoneX Group first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2020 and has held it in 11 quarters since.
StoneX Group's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $910K in Q1 2022.
35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.