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Ameliora Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Ameliora Wealth Management’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
-2,826
Closed -$72.2K – 218
2023
Q1 		$72.2K Hold
2,826
– – 0.04% 118
2022
Q4 		$69.1K Hold
2,826
– – 0.04% 130
2022
Q3 		$69K Buy
+2,826
New +$76.7K 0.04% 124

Other funds holding SWAN

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
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
ML
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

Ameliora Wealth Management's SWAN Position: Q2 2023 in Review

Ameliora Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2023, closing a stake of 2,826 shares — an estimated $72.2K sold.

Ameliora Wealth Management first reported a position in SWAN in Q3 2022 and held it in 3 quarters. The position peaked at $72.2K in Q1 2023. 47 funds tracked by Wall St. Rank hold SWAN as of Q2 2023.

  • Ameliora Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 2,826 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2023, an estimated $72.2K.
  • Ameliora Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2022 and held it in 3 quarters.
  • Ameliora Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $72.2K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2023.

Based on Ameliora Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.