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

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

Cambridge Investment Research Advisors

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

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

First PREMIER Bank Sioux Falls, South Dakota $433M AUM 15% 1-Year Est. Return

MML Investors Services

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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