SWP Growth & Income ETF $SWP Holdings Boosted by Brian Low Financial Group LLC

Posted by ABMN Staff on Jun 25th, 2026

Brian Low Financial Group LLC lifted its position in shares of SWP Growth & Income ETF (NASDAQ:SWP – Free Report) by 7.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 708,588 shares of the company’s stock after purchasing an additional 50,916 shares during the period. SWP Growth & Income ETF comprises about 12.8% of Brian Low Financial Group LLC’s holdings, making the stock its largest position. Brian Low Financial Group LLC owned 13.81% of SWP Growth & Income ETF worth $18,849,000 at the end of the most recent reporting period.

Separately, Strategic Wealth Partners Ltd. boosted its position in shares of SWP Growth & Income ETF by 3.8% in the 3rd quarter. Strategic Wealth Partners Ltd. now owns 3,469,615 shares of the company’s stock valued at $96,033,000 after purchasing an additional 127,314 shares during the period.

SWP Growth & Income ETF Stock Down 0.4%

NASDAQ:SWP opened at $28.41 on Thursday. The company has a market capitalization of $147.45 million, a PE ratio of 26.16 and a beta of 0.86. SWP Growth & Income ETF has a 52-week low of $25.73 and a 52-week high of $29.87. The stock’s 50 day moving average price is $28.62 and its 200 day moving average price is $28.38.

SWP Growth & Income ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 30th were issued a $0.6332 dividend. This represents a $2.53 annualized dividend and a dividend yield of 8.9%. The ex-dividend date of this dividend was Monday, March 30th.

About SWP Growth & Income ETF

(Free Report)

The SWP Growth & Income ETF (SWP) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects income-producing companies in the US that exhibit quality characteristics. It selects securities of any capitalization but significantly focuses on the large-cap spectrum. SWP was launched on Sep 25, 2024 and is issued by SWP.