SEC 13F Intelligence

Lifeplan Financial, LLC / SWAN

Lifeplan Financial, LLC’s Amplify Etf Tr Position

Does Lifeplan Financial, LLC own Amplify Etf Tr (SWAN)? Yes — 147.2K shares worth $5M (+3.38% of its 13F portfolio) as of Q1 2026, up from 141.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
147.2K
% of Portfolio
+3.38%
Quarters Held
10
currently held

Position History SWAN

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026147.2K$5M+3.38%
Q4 2025141.3K$5M+3.52%
Q3 2025141.1K$5M+3.60%
Q2 2025141.1K$4M+3.58%
Q1 2025143.3K$4M+3.59%
Q4 2024140.0K$4M+3.63%
Q3 2024140.2K$4M+3.66%
Q2 2024140.9K$4M+3.68%
Q1 2024141.0K$4M+3.61%
Q4 2023142.7K$4M+3.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of SWAN.