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

Atria Wealth Solutions’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 		– Sell
-38,045
Closed -$1.03M – 1853
2022
Q2 		$1.03M Buy
38,045
+122
+0.3% +$3.46K 0.02% 685
2022
Q1 		$1.19M Buy
+37,923
New +$1.21M 0.02% 663

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Atria Wealth Solutions's SWAN Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2022, closing a stake of 38,045 shares — an estimated $1.03M sold.

Atria Wealth Solutions first reported a position in SWAN in Q1 2022 and held it in 2 quarters. The position peaked at $1.19M in Q1 2022. 70 funds tracked by Wall St. Rank hold SWAN as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 38,045 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2022, an estimated $1.03M.
  • Atria Wealth Solutions first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1.19M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.