Financial Gravity Asset Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-74	Closed	-$2.06K	–	2330
2024 Q1	$2.06K	Buy	+74	New	+$2K	﹤0.01%	1085
2023 Q3	–	Sell	-26	Closed	-$1.9K	–	1728
2023 Q2	$1.9K	Buy	+26	New	+$664	0.01%	656
2023 Q1	–	Sell	-24	Closed	-$1.8K	–	1617
2022 Q4	$1.8K	Buy	+24	New	+$600	0.01%	561

Other funds holding SWAN

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $135M AUM 18.07% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

FPB

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Gravity Asset Management's SWAN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2024, closing a stake of 74 shares — an estimated $2.06K sold.

Financial Gravity Asset Management first reported a position in SWAN in Q4 2022 and held it in 3 quarters. The position peaked at $2.06K in Q1 2024. 37 funds tracked by Wall St. Rank hold SWAN as of Q2 2024.

Financial Gravity Asset Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 74 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2024, an estimated $2.06K.
Financial Gravity Asset Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2022 and held it in 3 quarters.
Financial Gravity Asset Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $2.06K in Q1 2024.
37 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.