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

Avantax 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
2022 Q1	–	Sell	-141,906	Closed	-$4.9M	–	1358
2021 Q4	$4.9M	Sell	141,906 -7,052	-5%	-$251K	0.07%	205
2021 Q3	$5.1M	Sell	148,958 -521	-0.3%	-$18.4K	0.09%	175
2021 Q2	$5.12M	Sell	149,479 -150,780	-50%	-$5.04M	0.09%	170
2021 Q1	$9.6M	Buy	+300,259	New	+$9.73M	0.21%	82

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KFP

KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return

FPB

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Avantax Advisory Services's SWAN Position: Q1 2022 in Review

Avantax Advisory Services sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2022, closing a stake of 141,906 shares — an estimated $4.9M sold.

Avantax Advisory Services first reported a position in SWAN in Q1 2021 and held it in 4 quarters. The position peaked at $9.6M in Q1 2021. 107 funds tracked by Wall St. Rank hold SWAN as of Q1 2022.

Avantax Advisory Services reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2022 after selling out during the quarter.
Avantax Advisory Services sold 141,906 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2022, an estimated $4.9M.
Avantax Advisory Services first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2021 and held it in 4 quarters.
Avantax Advisory Services's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $9.6M in Q1 2021.
107 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.