Bank of America
SWAN icon

Bank of America’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Bank of America’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
2024
Q1 		– Sell
-368
Closed -$9.77K – 8171
2023
Q4 		$9.77K Buy
+368
New +$9.11K ﹤0.01% 6910
2022
Q1 		– Sell
-1,173
Closed -$41K – 8732
2021
Q4 		$41K Sell
1,173
-11,813
-91% -$420K ﹤0.01% 7292
2021
Q3 		$444K Buy
+12,986
New +$458K ﹤0.01% 5748

Other funds holding SWAN

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America's SWAN Position: Q1 2024 in Review

Bank of America sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2024, closing a stake of 368 shares — an estimated $9.77K sold.

Bank of America first reported a position in SWAN in Q3 2021 and held it in 3 quarters. The position peaked at $444K in Q3 2021. 35 funds tracked by Wall St. Rank hold SWAN as of Q1 2024.

  • Bank of America reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of America sold 368 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2024, an estimated $9.77K.
  • Bank of America first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2021 and held it in 3 quarters.
  • Bank of America's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $444K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2024.

Based on Bank of America's 13F filing for Q1 2024, filed 15 May 2024.