American Portfolios Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

American Portfolios Advisors’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 Q3	$89.3K	Buy	3,598 +304	+9%	+$8.26K	﹤0.01%	1417
2022 Q2	$88.9K	Buy	3,294 +126	+4%	+$3.57K	﹤0.01%	1464
2022 Q1	$99.2K	Buy	3,168 +681	+27%	+$21.8K	﹤0.01%	1511
2021 Q4	$85.9K	Buy	2,487 +116	+5%	+$4.13K	﹤0.01%	1584
2021 Q3	$81.2K	Buy	2,371 +120	+5%	+$4.23K	﹤0.01%	1545
2021 Q2	$77.1K	Sell	2,251 -63	-3%	-$2.1K	﹤0.01%	1515
2021 Q1	$74K	Buy	2,314 +2,014	+671%	+$65.2K	﹤0.01%	1435
2020 Q4	$9.85K	Sell	300 -106,401	-100%	-$3.44M	﹤0.01%	2115
2020 Q3	$3.38M	Buy	106,701 +5,033	+5%	+$160K	0.19%	103
2020 Q2	$3.12M	Buy	+101,668	New	+$3.04M	0.2%	99

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

KAS

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

FPB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

American Portfolios Advisors's SWAN Position: Q3 2022 in Review

American Portfolios Advisors increased its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 9.2% in Q3 2022, buying an estimated $8.26K and bringing the position to 3,598 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

American Portfolios Advisors first reported a position in SWAN in Q2 2020 and has held it in 10 quarters since. The position peaked at $3.38M in Q3 2020. 70 funds tracked by Wall St. Rank hold SWAN as of Q3 2022.

American Portfolios Advisors held 3,598 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $89.3K as of Q3 2022.
American Portfolios Advisors bought 304 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2022, an estimated $8.26K.
Amplify BlackSwan Growth & Treasure Core ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1417 holding.
American Portfolios Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2020 and has held it in 10 quarters since.
American Portfolios Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $3.38M in Q3 2020.
70 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.