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Epic Trust Investment Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Epic Trust Investment 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
2022
Q2 		– Sell
-8,930
Closed -$280K – 92
2022
Q1 		$280K Hold
8,930
– – 0.44% 53
2021
Q4 		$308K Buy
+8,930
New +$318K 0.45% 55

Other funds holding SWAN

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KFP
KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Epic Trust Investment Advisors's SWAN Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 8,930 shares — an estimated $280K sold.

Epic Trust Investment Advisors first reported a position in SWAN in Q4 2021 and held it in 2 quarters. The position peaked at $308K in Q4 2021. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 8,930 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $280K.
  • Epic Trust Investment Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2021 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $308K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.