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

Summit Financial’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 		$2.48M Buy
74,269
+7,498
+11% +$248K 0.03% 574
2026
Q1 		$2.07M Sell
66,771
-5,758
-8% -$186K 0.03% 567
2025
Q4 		$2.36M Buy
72,529
+1,395
+2% +$45.5K 0.03% 450
2025
Q3 		$2.29M Buy
+71,134
New +$2.23M 0.03% 443

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
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 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
Old Mission Capital
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
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Financial's SWAN Position: Q2 2026 in Review

Summit Financial increased its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 11% in Q2 2026, buying an estimated $248K and bringing the position to 74,269 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #574.

Summit Financial first reported a position in SWAN in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold SWAN as of Q2 2026.

  • Summit Financial held 74,269 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $2.48M as of Q2 2026.
  • Summit Financial bought 7,498 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2026, an estimated $248K.
  • Amplify BlackSwan Growth & Treasure Core ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #574 holding.
  • Summit Financial first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.