CG
SWAN icon

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

Cutler Group’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
Q4 		– Sell
-100
Closed -$2K – 5186
2022
Q3 		$2K Hold
100
– – ﹤0.01% 4301
2022
Q2 		$2K Buy
+100
New +$2.84K ﹤0.01% 4374

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
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
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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
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
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Cutler Group's SWAN Position: Q4 2022 in Review

Cutler Group sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Cutler Group first reported a position in SWAN in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 56 funds tracked by Wall St. Rank hold SWAN as of Q4 2022.

  • Cutler Group reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2022 after selling out during the quarter.
  • Cutler Group sold 100 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2022, an estimated $2K.
  • Cutler Group first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2022 and held it in 2 quarters.
  • Cutler Group's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $2K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.