APS
SWAN icon

American Planning Services’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

American Planning Services’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
2022
Q4 		– Sell
-8
Closed -$201 – 27
2022
Q3 		$201 Sell
8
-10,484
-100% -$285K 0.25% 28
2022
Q2 		$283K Sell
10,492
-2,283
-18% -$64.8K 0.31% 23
2022
Q1 		$400K Sell
12,775
-79
-0.6% -$2.53K 0.43% 16
2021
Q4 		$444K Buy
+12,854
New +$457K 0.39% 14

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

American Planning Services's SWAN Position: Q4 2022 in Review

American Planning Services sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2022, closing a stake of 8 shares — an estimated $201 sold.

American Planning Services first reported a position in SWAN in Q4 2021 and held it in 4 quarters. The position peaked at $444K in Q4 2021. 55 funds tracked by Wall St. Rank hold SWAN as of Q4 2022.

  • American Planning Services reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2022 after selling out during the quarter.
  • American Planning Services sold 8 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2022, an estimated $201.
  • American Planning Services first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2021 and held it in 4 quarters.
  • American Planning Services's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $444K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2022.

Based on American Planning Services's 13F filing for Q4 2022, filed 14 Feb 2023.