Atria Investments’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Atria Investments’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
2019 Q2	–	Sell	-341,677	Closed	-$5.2M	–	1081
2019 Q1	$5.2M	Buy	+341,677	New	+$8.68M	0.22%	93

Other funds holding SWAN

CPO

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's SWAN Position: Q2 2019 in Review

Atria Investments sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2019, closing a stake of 341,677 shares — an estimated $5.2M sold.

Atria Investments first reported a position in SWAN in Q1 2019 and held it in 1 quarter. The position peaked at $5.2M in Q1 2019. 7 funds tracked by Wall St. Rank hold SWAN as of Q2 2019.

Atria Investments reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2019 after selling out during the quarter.
Atria Investments sold 341,677 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2019, an estimated $5.2M.
Atria Investments first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2019 and held it in 1 quarter.
Atria Investments's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $5.2M in Q1 2019.
7 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.