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XY Planning Network’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

XY Planning Network’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
Q1 		– Sell
-6,400
Closed -$208K – 278
2025
Q4 		$208K Buy
+6,400
New +$209K 0.04% 247

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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

XY Planning Network's SWAN Position: Q1 2026 in Review

XY Planning Network sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2026, closing a stake of 6,400 shares — an estimated $208K sold.

XY Planning Network first reported a position in SWAN in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 37 funds tracked by Wall St. Rank hold SWAN as of Q1 2026.

  • XY Planning Network reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2026 after selling out during the quarter.
  • XY Planning Network sold 6,400 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2026, an estimated $208K.
  • XY Planning Network first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2025 and held it in 1 quarter.
  • XY Planning Network's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $208K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2026.

Based on XY Planning Network's 13F filing for Q1 2026, filed 14 Apr 2026.