SWAN — AMPLIFY ETF TR

Ownership history in LifePlan Financial, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which LifePlan Financial, LLC reported a position in AMPLIFY ETF TR (SWAN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.8% (2023 Q4)
Avg. % of fund
3.63%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 141,294 +186 +0.1% 3.52% $4.6M $32.47
2025 Q3 ADDED 141,108 +43 +0.0% 3.60% $4.5M $31.95
2025 Q2 REDUCED 141,065 -2,201 -1.5% 3.58% $4.3M $30.21
2025 Q1 ADDED 143,266 +3,280 +2.3% 3.59% $4.1M $28.08
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SWAN price (monthly, adj. close)

Other funds also holding SWAN

As of 2025 Q4 — sorted by position size

LaSalle St. Investment Advisors, LLC 3Y 2.53% Tredje AP-fonden 3Y 7Y 1.6% Hyundai Investments Co., Ltd. 3Y 0.42% RDA Financial Network 3Y 0.22% McAdam, LLC 3Y 7Y 0.19% Cerity Partners LLC 3Y 7Y 0.1% Ausdal Financial Partners, Inc. 3Y 7Y 0.06% M Holdings Securities, Inc. 3Y 7Y 0.04% Summit Financial, LLC 3Y 7Y 0.03% NewEdge Advisors, LLC 3Y 7Y 0.02%
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