SWP Growth & Income ETF $SWP is Brian Low Financial Group LLC’s Largest Position

Brian Low Financial Group LLC raised its holdings in SWP Growth & Income ETF (NASDAQ:SWP) by 7.7% during the first quarter, Holdings Channel.com reports. The firm owned 708,588 shares of the company’s stock after purchasing an additional 50,916 shares during the quarter. SWP Growth & Income ETF makes up 12.8% of Brian Low Financial Group LLC’s investment portfolio, making the stock its largest position. Brian Low Financial Group LLC owned approximately 0.14% of SWP Growth & Income ETF worth $18,849,000 as of its most recent SEC filing.

Separately, Strategic Wealth Partners Ltd. raised its stake in shares of SWP Growth & Income ETF by 3.8% during the 3rd quarter. Strategic Wealth Partners Ltd. now owns 3,469,615 shares of the company’s stock worth $96,033,000 after buying an additional 127,314 shares in the last quarter.

SWP Growth & Income ETF Price Performance

SWP opened at $28.41 on Thursday. The business has a 50 day simple moving average of $28.62 and a 200-day simple moving average of $28.38. The stock has a market capitalization of $147.45 million, a P/E ratio of 26.16 and a beta of 0.86. SWP Growth & Income ETF has a 12 month low of $25.73 and a 12 month high of $29.87.

SWP Growth & Income ETF Cuts Dividend

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

SWP Growth & Income ETF Company Profile

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.