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

Doliver 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
2021
Q1 		– Sell
-51,292
Closed -$1.68M – 152
2020
Q4 		$1.68M Buy
51,292
+24,583
+92% +$794K 0.74% 23
2020
Q3 		$846K Buy
+26,709
New +$848K 0.43% 48

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KFP
KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Doliver Advisors's SWAN Position: Q1 2021 in Review

Doliver Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2021, closing a stake of 51,292 shares — an estimated $1.68M sold.

Doliver Advisors first reported a position in SWAN in Q3 2020 and held it in 2 quarters. The position peaked at $1.68M in Q4 2020. 93 funds tracked by Wall St. Rank hold SWAN as of Q1 2021.

  • Doliver Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2021 after selling out during the quarter.
  • Doliver Advisors sold 51,292 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2021, an estimated $1.68M.
  • Doliver Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and held it in 2 quarters.
  • Doliver Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1.68M in Q4 2020.
  • 93 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2021.

Based on Doliver Advisors's 13F filing for Q1 2021, filed 7 May 2021.