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Capasso Planning Partners’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Capasso Planning Partners’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
Q3 		– Sell
-7,828
Closed -$211K – 96
2022
Q2 		$211K Buy
+7,828
New +$222K 0.15% 79

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NA
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TC
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Capasso Planning Partners's SWAN Position: Q3 2022 in Review

Capasso Planning Partners sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2022, closing a stake of 7,828 shares — an estimated $211K sold.

Capasso Planning Partners first reported a position in SWAN in Q2 2022 and held it in 1 quarter. The position peaked at $211K in Q2 2022. 70 funds tracked by Wall St. Rank hold SWAN as of Q3 2022.

  • Capasso Planning Partners reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 7,828 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2022, an estimated $211K.
  • Capasso Planning Partners first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2022 and held it in 1 quarter.
  • Capasso Planning Partners's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $211K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2022.

Based on Capasso Planning Partners's 13F filing for Q3 2022, filed 9 Nov 2022.