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

Certuity’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
Q1 		– Sell
-11,588
Closed -$283K – 236
2022
Q4 		$283K Buy
11,588
+2,550
+28% +$63.8K 0.04% 157
2022
Q3 		$224K Sell
9,038
-1,731
-16% -$47K 0.05% 168
2022
Q2 		$291K Buy
+10,769
New +$305K 0.08% 153

Other funds holding SWAN

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Certuity's SWAN Position: Q1 2023 in Review

Certuity sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2023, closing a stake of 11,588 shares — an estimated $283K sold.

Certuity first reported a position in SWAN in Q2 2022 and held it in 3 quarters. The position peaked at $291K in Q2 2022. 45 funds tracked by Wall St. Rank hold SWAN as of Q1 2023.

  • Certuity reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2023 after selling out during the quarter.
  • Certuity sold 11,588 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2023, an estimated $283K.
  • Certuity first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2022 and held it in 3 quarters.
  • Certuity's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $291K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2023.

Based on Certuity's 13F filing for Q1 2023, filed 11 May 2023.