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

Ameritas Advisory 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
2025 Q3	–	Sell	-1,197	Closed	-$36.7K	–	2841
2025 Q2	$36.7K	Buy	+1,197	New	+$34.9K	﹤0.01%	1449
2023 Q2	–	Sell	-5,965	Closed	-$153K	–	2296
2023 Q1	$153K	Buy	+5,965	New	+$150K	0.01%	856
2022 Q4	–	Sell	-32,987	Closed	-$819K	–	909
2022 Q3	$819K	Sell	32,987 -27,236	-45%	-$740K	0.05%	323
2022 Q2	$1.63M	Sell	60,223 -38,083	-39%	-$1.08M	0.09%	212
2022 Q1	$3.08M	Sell	98,306 -12,845	-12%	-$411K	0.11%	144
2021 Q4	$3.84M	Buy	+111,151	New	+$3.95M	0.14%	120

Other funds holding SWAN

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

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

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

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

LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return

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

FPB

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Ameritas Advisory Services's SWAN Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2025, closing a stake of 1,197 shares — an estimated $36.7K sold.

Ameritas Advisory Services first reported a position in SWAN in Q4 2021 and held it in 6 quarters. The position peaked at $3.84M in Q4 2021. 35 funds tracked by Wall St. Rank hold SWAN as of Q3 2025.

Ameritas Advisory Services reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,197 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2025, an estimated $36.7K.
Ameritas Advisory Services first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2021 and held it in 6 quarters.
Ameritas Advisory Services's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $3.84M in Q4 2021.
35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.