CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

CAPTRUST Financial 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
2022
Q2 		– Sell
-239
Closed -$7K – 5135
2022
Q1 		$7K Buy
+239
New +$7.66K ﹤0.01% 3993

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KAS
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AWM
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

CAPTRUST Financial Advisors's SWAN Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 239 shares — an estimated $7K sold.

CAPTRUST Financial Advisors first reported a position in SWAN in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 239 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $7K.
  • CAPTRUST Financial Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $7K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.