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EPG Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

EPG Wealth Management’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
-6,500
Closed -$187K – 677
2020
Q1 		$187K Buy
+6,500
New +$190K 0.14% 128

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FI
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SI
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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
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EPG Wealth Management's SWAN Position: Q2 2020 in Review

EPG Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2020, closing a stake of 6,500 shares — an estimated $187K sold.

EPG Wealth Management first reported a position in SWAN in Q1 2020 and held it in 1 quarter. The position peaked at $187K in Q1 2020. 47 funds tracked by Wall St. Rank hold SWAN as of Q2 2020.

  • EPG Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 6,500 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2020, an estimated $187K.
  • EPG Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $187K in Q1 2020.
  • 47 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.