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

Castleview 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
2023
Q3 		– Sell
-2
Closed -$51 – 760
2023
Q2 		$51 Buy
+2
New +$51 ﹤0.01% 682

Other funds holding SWAN

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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

Castleview Partners's SWAN Position: Q3 2023 in Review

Castleview Partners sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2023, closing a stake of 2 shares — an estimated $51 sold.

Castleview Partners first reported a position in SWAN in Q2 2023 and held it in 1 quarter. The position peaked at $51 in Q2 2023. 36 funds tracked by Wall St. Rank hold SWAN as of Q3 2023.

  • Castleview Partners reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 2 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2023, an estimated $51.
  • Castleview Partners first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2023 and held it in 1 quarter.
  • Castleview Partners's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $51 in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.