Clearview Wealth Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-680	Closed	-$17.5K	–	568
2023 Q2	$17.5K	Hold	680	–	–	0.02%	293
2023 Q1	$17.4K	Hold	680	–	–	0.02%	294
2022 Q4	$16.6K	Sell	680 -682	-50%	-$17.1K	0.01%	275
2022 Q3	$34K	Sell	1,362 -188	-12%	-$5.11K	0.03%	200
2022 Q2	$42K	Hold	1,550	–	–	0.03%	201
2022 Q1	$49K	Sell	1,550 -3,435	-69%	-$110K	0.03%	198
2021 Q4	$172K	Buy	4,985 +85	+2%	+$3.02K	0.1%	113
2021 Q3	$168K	Hold	4,900	–	–	0.11%	123
2021 Q2	$168K	Sell	4,900 -9,720	-66%	-$325K	0.1%	124
2021 Q1	$467K	Buy	14,620 +278	+2%	+$9.01K	0.3%	64
2020 Q4	$471K	Buy	+14,342	New	+$463K	0.32%	64

Other funds holding SWAN

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

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

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

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

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

Clearview Wealth Advisors's SWAN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2023, closing a stake of 680 shares — an estimated $17.5K sold.

Clearview Wealth Advisors first reported a position in SWAN in Q4 2020 and held it in 11 quarters. The position peaked at $471K in Q4 2020. 36 funds tracked by Wall St. Rank hold SWAN as of Q3 2023.

Clearview Wealth Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 680 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2023, an estimated $17.5K.
Clearview Wealth Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $471K in Q4 2020.
36 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.