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Dynamic Advisor Solutions’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Dynamic Advisor Solutions’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
2020
Q2 		– Sell
-76,499
Closed -$2.2M – 587
2020
Q1 		$2.2M Buy
+76,499
New +$2.24M 0.4% 61

Other funds holding SWAN

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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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Dynamic Advisor Solutions's SWAN Position: Q2 2020 in Review

Dynamic Advisor Solutions sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2020, closing a stake of 76,499 shares — an estimated $2.2M sold.

Dynamic Advisor Solutions first reported a position in SWAN in Q1 2020 and held it in 1 quarter. The position peaked at $2.2M in Q1 2020. 47 funds tracked by Wall St. Rank hold SWAN as of Q2 2020.

  • Dynamic Advisor Solutions reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 76,499 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2020, an estimated $2.2M.
  • Dynamic Advisor Solutions first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2020 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $2.2M in Q1 2020.
  • 47 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2020, filed 5 Aug 2020.