Strategic Wealth Partners’s SWP Growth & Income ETF SWP Stock Holding History

Strategic Wealth Partners’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
2026 Q1	$128M	Buy	4,817,989 +91,106	+2%	+$2.58M	8.88%	1
2025 Q4	$131M	Buy	4,726,883 +1,257,268	+36%	+$35.4M	9%	1
2025 Q3	$96M	Buy	3,469,615 +127,314	+4%	+$3.46M	7.17%	1
2025 Q2	$87.1M	Buy	+3,342,301	New	+$81.7M	6.85%	1
2024 Q4	$85.6M	Buy	3,228,844 +24,868	+0.8%	+$637K	7.08%	1
2024 Q3	$80.5M	Buy	+3,203,976	New	+$80.3M	7.74%	1

Other funds holding SWP

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Strategic Wealth Partners's SWP Position: Q1 2026 in Review

Strategic Wealth Partners increased its SWP Growth & Income ETF (SWP) stake by 1.9% in Q1 2026, buying an estimated $2.58M and bringing the position to 4,817,989 shares worth $128M. The position accounts for 8.88% of the portfolio, ranked #1.

Strategic Wealth Partners first reported a position in SWP in Q3 2024 and has held it in 6 quarters since. The position peaked at $131M in Q4 2025. 6 funds tracked by Wall St. Rank hold SWP as of Q1 2026.

Strategic Wealth Partners held 4,817,989 shares of SWP Growth & Income ETF worth $128M as of Q1 2026.
Strategic Wealth Partners bought 91,106 SWP Growth & Income ETF shares in Q1 2026, an estimated $2.58M.
SWP Growth & Income ETF made up 8.88% of Strategic Wealth Partners's portfolio in Q1 2026, its #1 holding.
Strategic Wealth Partners first reported a position in SWP Growth & Income ETF in Q3 2024 and has held it in 6 quarters since.
Strategic Wealth Partners's SWP Growth & Income ETF position peaked at $131M in Q4 2025.
6 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.