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Ascension Capital Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Ascension Capital 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
2020
Q4 		– Sell
-10,119
Closed -$321K – 43
2020
Q3 		$321K Buy
+10,119
New +$321K 0.25% 26

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Ascension Capital Advisors's SWAN Position: Q4 2020 in Review

Ascension Capital Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2020, closing a stake of 10,119 shares — an estimated $321K sold.

Ascension Capital Advisors first reported a position in SWAN in Q3 2020 and held it in 1 quarter. The position peaked at $321K in Q3 2020. 86 funds tracked by Wall St. Rank hold SWAN as of Q4 2020.

  • Ascension Capital Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2020 after selling out during the quarter.
  • Ascension Capital Advisors sold 10,119 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2020, an estimated $321K.
  • Ascension Capital Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and held it in 1 quarter.
  • Ascension Capital Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $321K in Q3 2020.
  • 86 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2020.

Based on Ascension Capital Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.