Financial Services Advisory’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Financial Services Advisory’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	-18,333	Closed	-$633K	–	45
2021 Q4	$633K	Sell	18,333 -126	-0.7%	-$4.48K	0.2%	39
2021 Q3	$632K	Sell	18,459 -391	-2%	-$13.8K	0.21%	40
2021 Q2	$646K	Buy	18,850 +284	+2%	+$9.49K	0.28%	34
2021 Q1	$593K	Buy	18,566 +22	+0.1%	+$713	0.27%	29
2020 Q4	$609K	Buy	18,544 +315	+2%	+$10.2K	0.23%	25
2020 Q3	$577K	Buy	+18,229	New	+$579K	0.42%	17

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $49B AUM 25.55% 1-Year Est. Return

SFP

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Services Advisory's SWAN Position: Q1 2022 in Review

Financial Services Advisory sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2022, closing a stake of 18,333 shares — an estimated $633K sold.

Financial Services Advisory first reported a position in SWAN in Q3 2020 and held it in 6 quarters. The position peaked at $646K in Q2 2021. 107 funds tracked by Wall St. Rank hold SWAN as of Q1 2022.

Financial Services Advisory reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2022 after selling out during the quarter.
Financial Services Advisory sold 18,333 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2022, an estimated $633K.
Financial Services Advisory first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and held it in 6 quarters.
Financial Services Advisory's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $646K in Q2 2021.
107 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2022.

Based on Financial Services Advisory's 13F filing for Q1 2022, filed 12 May 2022.