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

CFM Wealth 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 Q2	–	Sell	-6,398	Closed	-$201K	–	182
2022 Q1	$201K	Hold	6,398	–	–	0.05%	182
2021 Q4	$219K	Hold	6,398	–	–	0.05%	172
2021 Q3	$219K	Sell	6,398 -1,427	-18%	-$50.3K	0.06%	173
2021 Q2	$268K	Hold	7,825	–	–	0.07%	142
2021 Q1	$250K	Hold	7,825	–	–	0.08%	144
2020 Q4	$257K	Hold	7,825	–	–	0.08%	134
2020 Q3	$247K	Hold	7,825	–	–	0.09%	124
2020 Q2	$240K	Hold	7,825	–	–	0.09%	129
2020 Q1	$225K	Hold	7,825	–	–	0.1%	119
2019 Q4	$230K	Buy	+7,825	New	+$225K	0.08%	134

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KFP

KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CFM Wealth Partners's SWAN Position: Q2 2022 in Review

CFM Wealth Partners sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 6,398 shares — an estimated $201K sold.

CFM Wealth Partners first reported a position in SWAN in Q4 2019 and held it in 10 quarters. The position peaked at $268K in Q2 2021. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

CFM Wealth Partners reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
CFM Wealth Partners sold 6,398 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $201K.
CFM Wealth Partners first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2019 and held it in 10 quarters.
CFM Wealth Partners's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $268K in Q2 2021.
87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.