SWAN AMPLIFY ETF TR

Ownership history in RDA Financial Network  ·  22 quarters on record

This page tracks every 13F SEC filing in which RDA Financial Network 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
1.55% (2021 Q2)
Avg. % of fund
1.04%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,352 -635 -2.2% 0.22% $921K $32.47
2025 Q3 REDUCED 28,987 -3,147 -9.8% 0.23% $933K $31.95
2025 Q2 REDUCED 32,134 -6,179 -16.1% 0.27% $985K $30.21
2025 Q1 REDUCED 38,313 -5,063 -11.7% 0.33% $1.1M $28.08
2024 Q4 REDUCED 43,376 -21,345 -33.0% 0.37% $1.3M $28.50
2024 Q3 REDUCED 64,721 -8,773 -11.9% 0.61% $2.0M $29.30
2024 Q2 REDUCED 73,494 -30,071 -29.0% 0.68% $2.1M $27.20
2024 Q1 REDUCED 103,565 -546 -0.5% 0.99% $2.9M $26.59
2023 Q4 REDUCED 104,111 -1,533 -1.5% 1.05% $2.8M $25.12
2023 Q3 REDUCED 105,644 -1,732 -1.6% 1.09% $2.5M $22.41
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SWAN price (monthly, adj. close)
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