Advisory Services Network’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Advisory Services Network’s Portfolio SWAN Stock Details SWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-262	Closed	-$6.69K	–	3416
2023 Q1	$6.69K	Buy	+262	New	+$6.6K	﹤0.01%	3036
2021 Q1	–	Sell	-22,584	Closed	-$741K	–	2762
2020 Q4	$741K	Sell	22,584 -1,705	-7%	-$55.1K	0.03%	593
2020 Q3	$769K	Buy	+24,289	New	+$771K	0.04%	490

Other funds holding SWAN

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Advisory Services Network's SWAN Position: Q2 2023 in Review

Advisory Services Network sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2023, closing a stake of 262 shares — an estimated $6.69K sold.

Advisory Services Network first reported a position in SWAN in Q3 2020 and held it in 3 quarters. The position peaked at $769K in Q3 2020. 47 funds tracked by Wall St. Rank hold SWAN as of Q2 2023.

Advisory Services Network reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 262 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2023, an estimated $6.69K.
Advisory Services Network first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and held it in 3 quarters.
Advisory Services Network's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $769K in Q3 2020.
47 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.