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Burt Wealth Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Burt 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
2021
Q1 		– Sell
-1,040
Closed -$34K – 323
2020
Q4 		$34K Hold
1,040
– – 0.01% 211
2020
Q3 		$33K Buy
+1,040
New +$33K 0.01% 205

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
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

Burt Wealth Advisors's SWAN Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2021, closing a stake of 1,040 shares — an estimated $34K sold.

Burt Wealth Advisors first reported a position in SWAN in Q3 2020 and held it in 2 quarters. The position peaked at $34K in Q4 2020. 93 funds tracked by Wall St. Rank hold SWAN as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,040 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2021, an estimated $34K.
  • Burt Wealth Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $34K in Q4 2020.
  • 93 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.