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Valley National Advisers’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Valley National Advisers’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
2025
Q4 		– Sell
-36
Closed -$1K – 947
2025
Q3 		$1K Buy
+36
New +$1.13K ﹤0.01% 828

Other funds holding SWAN

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Valley National Advisers's SWAN Position: Q4 2025 in Review

Valley National Advisers sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2025, closing a stake of 36 shares — an estimated $1K sold.

Valley National Advisers first reported a position in SWAN in Q3 2025 and held it in 1 quarter. The position peaked at $1K in Q3 2025. 36 funds tracked by Wall St. Rank hold SWAN as of Q4 2025.

  • Valley National Advisers reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 36 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2025, an estimated $1K.
  • Valley National Advisers first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2025 and held it in 1 quarter.
  • Valley National Advisers's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.