Estate Counselors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Estate Counselors’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 Q1	–	Sell	-500	Closed	-$17K	–	173
2021 Q4	$17K	Sell	500 -7,772	-94%	-$277K	﹤0.01%	163
2021 Q3	$283K	Sell	8,272 -8,775	-51%	-$310K	0.04%	126
2021 Q2	$584K	Buy	17,047 +16,597	+3,688%	+$554K	0.08%	114
2021 Q1	$14K	Buy	+450	New	+$14.6K	﹤0.01%	163

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KFP

KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Estate Counselors's SWAN Position: Q1 2022 in Review

Estate Counselors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2022, closing a stake of 500 shares — an estimated $17K sold.

Estate Counselors first reported a position in SWAN in Q1 2021 and held it in 4 quarters. The position peaked at $584K in Q2 2021. 107 funds tracked by Wall St. Rank hold SWAN as of Q1 2022.

Estate Counselors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2022 after selling out during the quarter.
Estate Counselors sold 500 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2022, an estimated $17K.
Estate Counselors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2021 and held it in 4 quarters.
Estate Counselors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $584K in Q2 2021.
107 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2022.

Based on Estate Counselors's 13F filing for Q1 2022, filed 9 May 2022.