Cetera Investment Advisers
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Cetera Investment Advisers’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$2.06M Sell
66,355
-9,421
-12% -$304K ﹤0.01% 2258
2025
Q4 		$2.46M Buy
75,776
+2,312
+3% +$75.4K ﹤0.01% 2027
2025
Q3 		$2.36M Buy
73,464
+40,624
+124% +$1.27M ﹤0.01% 2033
2025
Q2 		$1.01M Sell
32,840
-32,413
-50% -$944K ﹤0.01% 2364
2025
Q1 		$1.87M Sell
65,253
-8,369
-11% -$247K ﹤0.01% 1796
2024
Q4 		$2.16M Sell
73,622
-3,330
-4% -$101K ﹤0.01% 1590
2024
Q3 		$2.34M Buy
76,952
+69,662
+956% +$2.05M 0.01% 1516
2024
Q2 		$207K Buy
+7,290
New +$201K ﹤0.01% 3335
2022
Q4 		– Sell
-353,452
Closed -$9K – 2163
2022
Q3 		$9K Buy
353,452
+161,912
+85% +$4.4M ﹤0.01% 1659
2022
Q2 		$5.17M Buy
191,540
+1,647
+0.9% +$46.7K 0.08% 249
2022
Q1 		$5.95M Buy
189,893
+28,803
+18% +$923K 0.09% 254
2021
Q4 		$5.56M Buy
161,090
+118,721
+280% +$4.22M 0.08% 258
2021
Q3 		$1.45M Buy
42,369
+22,546
+114% +$795K 0.02% 629
2021
Q2 		$679K Sell
19,823
-6,839
-26% -$228K 0.01% 951
2021
Q1 		$852K Sell
26,662
-1,625
-6% -$52.6K 0.02% 733
2020
Q4 		$928K Buy
+28,287
New +$914K 0.02% 691

Other funds holding SWAN

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $135M AUM 18.07% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return