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

B. Riley Wealth Management’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
Q2 		– Sell
-16,297
Closed -$510K – 810
2022
Q1 		$510K Buy
16,297
+2,852
+21% +$91.3K 0.04% 325
2021
Q4 		$464K Buy
13,445
+2,292
+21% +$81.5K 0.03% 375
2021
Q3 		$382K Buy
+11,153
New +$393K 0.03% 394

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
KFP
KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 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

B. Riley Wealth Management's SWAN Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 16,297 shares — an estimated $510K sold.

B. Riley Wealth Management first reported a position in SWAN in Q3 2021 and held it in 3 quarters. The position peaked at $510K in Q1 2022. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 16,297 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $510K.
  • B. Riley Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2021 and held it in 3 quarters.
  • B. Riley Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $510K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.