SWAN — AMPLIFY ETF TR

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit 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
0.03% (2025 Q3)
Avg. % of fund
0.03%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 72,529 +1,395 +2.0% 0.03% $2.4M $32.47
2025 Q3 INITIATED 71,134 — — 0.03% $2.3M $31.95
% of Fund (quarterly)    SWAN price (monthly, adj. close)

Other funds also holding SWAN

As of 2025 Q4 — sorted by position size

LifePlan Financial, LLC 3.52% 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% NewEdge Advisors, LLC 3Y 7Y 0.02%
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