Buckingham Strategic Wealth’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Buckingham Strategic Wealth’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	-98,745	Closed	-$3.41M	–	627
2021 Q4	$3.41M	Sell	98,745 -123,823	-56%	-$4.41M	0.07%	133
2021 Q3	$7.62M	Sell	222,568 -142,860	-39%	-$5.04M	0.16%	76
2021 Q2	$12.5M	Buy	+365,428	New	+$12.2M	0.3%	42

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 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 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

Buckingham Strategic Wealth's SWAN Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2022, closing a stake of 98,745 shares — an estimated $3.41M sold.

Buckingham Strategic Wealth first reported a position in SWAN in Q2 2021 and held it in 3 quarters. The position peaked at $12.5M in Q2 2021. 107 funds tracked by Wall St. Rank hold SWAN as of Q1 2022.

Buckingham Strategic Wealth reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 98,745 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2022, an estimated $3.41M.
Buckingham Strategic Wealth first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2021 and held it in 3 quarters.
Buckingham Strategic Wealth's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $12.5M in Q2 2021.
107 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.