SWP
SWP

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$87.1M Buy
+3,342,301
New +$87.1M 6.85% 1
2024
Q4 		$85.6M Buy
3,228,844
+24,868
+0.8% +$659K 7.08% 1
2024
Q3 		$80.5M Buy
+3,203,976
New +$80.5M 7.74% 1