FundX Investment Group’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

FundX Investment Group’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
2021 Q4	$2.33M	Sell	67,337 -33	-0%	-$1.17K	0.57%	24
2021 Q3	$2.31M	Sell	67,370 -436	-0.6%	-$15.4K	1.09%	18
2021 Q2	$1.27M	Sell	67,806 -12,016	-15%	-$401K	0.13%	25
2021 Q1	$2.55M	Buy	79,822 +5,339	+7%	+$173K	1.44%	15
2020 Q4	$2.44M	Buy	74,483 +8,385	+13%	+$271K	1.02%	18
2020 Q3	$2.09M	Sell	66,098 -360,034	-84%	-$11.4M	0.81%	19
2020 Q2	$13.1M	Sell	426,132 -1,281	-0.3%	-$38.3K	5.52%	9
2020 Q1	$12.3M	Buy	+427,413	New	+$12.5M	4.52%	8

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

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

KFP

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

FPB

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

LFA

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FundX Investment Group's SWAN Position: Q4 2021 in Review

FundX Investment Group reduced its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 0.05% in Q4 2021, selling an estimated $1.17K and leaving 67,337 shares worth $2.33M. The position accounts for 0.57% of the portfolio, ranked #24.

FundX Investment Group first reported a position in SWAN in Q1 2020 and has held it in 8 quarters since. The position peaked at $13.1M in Q2 2020. 112 funds tracked by Wall St. Rank hold SWAN as of Q4 2021.

FundX Investment Group held 67,337 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $2.33M as of Q4 2021.
FundX Investment Group sold 33 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2021, an estimated $1.17K.
Amplify BlackSwan Growth & Treasure Core ETF made up 0.57% of FundX Investment Group's portfolio in Q4 2021, its #24 holding.
FundX Investment Group first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2020 and has held it in 8 quarters since.
FundX Investment Group's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $13.1M in Q2 2020.
112 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.