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Coulter & Justus Financial Services’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Coulter & Justus Financial Services’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
2024
Q1 		– Sell
-12,750
Closed -$339K – 121
2023
Q4 		$339K Buy
+12,750
New +$315K 0.23% 29

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NA
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LF
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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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coulter & Justus Financial Services's SWAN Position: Q1 2024 in Review

Coulter & Justus Financial Services sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2024, closing a stake of 12,750 shares — an estimated $339K sold.

Coulter & Justus Financial Services first reported a position in SWAN in Q4 2023 and held it in 1 quarter. The position peaked at $339K in Q4 2023. 35 funds tracked by Wall St. Rank hold SWAN as of Q1 2024.

  • Coulter & Justus Financial Services reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2024 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 12,750 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2024, an estimated $339K.
  • Coulter & Justus Financial Services first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2023 and held it in 1 quarter.
  • Coulter & Justus Financial Services's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $339K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.