AE Wealth Management’s Amplify BlackSwan ISWN ETF ISWN Stock Holding History

AE Wealth Management’s Portfolio ISWN Stock Details ISWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,663	Closed	-$299K	–	2217
2024 Q4	$299K	Buy	+16,663	New	+$316K	﹤0.01%	1105

Other funds holding ISWN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's ISWN Position: Q1 2025 in Review

AE Wealth Management sold out of Amplify BlackSwan ISWN ETF (ISWN) in Q1 2025, closing a stake of 16,663 shares — an estimated $299K sold.

AE Wealth Management first reported a position in ISWN in Q4 2024 and held it in 1 quarter. The position peaked at $299K in Q4 2024. 4 funds tracked by Wall St. Rank hold ISWN as of Q1 2025.

AE Wealth Management reported no remaining Amplify BlackSwan ISWN ETF position as of Q1 2025 after selling out during the quarter.
AE Wealth Management sold 16,663 Amplify BlackSwan ISWN ETF shares in Q1 2025, an estimated $299K.
AE Wealth Management first reported a position in Amplify BlackSwan ISWN ETF in Q4 2024 and held it in 1 quarter.
AE Wealth Management's Amplify BlackSwan ISWN ETF position peaked at $299K in Q4 2024.
4 funds tracked by Wall St. Rank held Amplify BlackSwan ISWN ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.