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Baker Tilly Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Baker Tilly 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
2021
Q1 		– Sell
-11,350
Closed -$373K – 475
2020
Q4 		$373K Buy
+11,350
New +$367K 0.12% 194

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SI
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KFP
KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Baker Tilly Wealth Management's SWAN Position: Q1 2021 in Review

Baker Tilly Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2021, closing a stake of 11,350 shares — an estimated $373K sold.

Baker Tilly Wealth Management first reported a position in SWAN in Q4 2020 and held it in 1 quarter. The position peaked at $373K in Q4 2020. 93 funds tracked by Wall St. Rank hold SWAN as of Q1 2021.

  • Baker Tilly Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 11,350 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2021, an estimated $373K.
  • Baker Tilly Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2020 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $373K in Q4 2020.
  • 93 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.