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B. Riley Wealth Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

B. Riley Wealth 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
2022
Q1 		– Sell
-8,667
Closed -$300K – 1498
2021
Q4 		$300K Sell
8,667
-398
-4% -$14.2K 0.01% 1076
2021
Q3 		$311K Buy
+9,065
New +$320K 0.01% 1020

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
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

B. Riley Wealth Advisors's SWAN Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2022, closing a stake of 8,667 shares — an estimated $300K sold.

B. Riley Wealth Advisors first reported a position in SWAN in Q3 2021 and held it in 2 quarters. The position peaked at $311K in Q3 2021. 107 funds tracked by Wall St. Rank hold SWAN as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,667 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2022, an estimated $300K.
  • B. Riley Wealth Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $311K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.