Focus Financial Network’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Focus Financial Network’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	-64,993	Closed	-$2.04M	–	524
2022 Q1	$2.04M	Buy	+64,993	New	+$2.08M	0.14%	124
2021 Q4	–	Sell	-46,538	Closed	-$1.59M	–	441
2021 Q3	$1.59M	Buy	46,538 +21,236	+84%	+$749K	0.21%	111
2021 Q2	$867K	Buy	25,302 +9,698	+62%	+$324K	0.12%	170
2021 Q1	$499K	Buy	15,604 +3,384	+28%	+$110K	0.06%	254
2020 Q4	$401K	Sell	12,220 -179	-1%	-$5.78K	0.04%	299
2020 Q3	$393K	Buy	+12,399	New	+$394K	0.04%	294

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

KFP

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

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Focus Financial Network's SWAN Position: Q2 2022 in Review

Focus Financial Network sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 64,993 shares — an estimated $2.04M sold.

Focus Financial Network first reported a position in SWAN in Q3 2020 and held it in 6 quarters. The position peaked at $2.04M in Q1 2022. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

Focus Financial Network reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
Focus Financial Network sold 64,993 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $2.04M.
Focus Financial Network first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and held it in 6 quarters.
Focus Financial Network's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $2.04M in Q1 2022.
87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on Focus Financial Network's 13F filing for Q2 2022, filed 24 Jul 2024.