IHT Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

IHT Wealth 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
2022 Q3	–	Sell	-7,450	Closed	-$201K	–	906
2022 Q2	$201K	Buy	7,450 +89	+1%	+$2.52K	0.02%	664
2022 Q1	$231K	Buy	7,361 +222	+3%	+$7.11K	0.02%	664
2021 Q4	$247K	Buy	7,139 +291	+4%	+$10.4K	0.02%	681
2021 Q3	$234K	Buy	6,848 +41	+0.6%	+$1.45K	0.02%	687
2021 Q2	$233K	Buy	6,807 +111	+2%	+$3.71K	0.01%	810
2021 Q1	$214K	Buy	6,696 +52	+0.8%	+$1.69K	0.02%	747
2020 Q4	$218K	Buy	6,644 +185	+3%	+$5.98K	0.02%	668
2020 Q3	$205K	Buy	+6,459	New	+$205K	0.02%	601

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 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

FIM

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

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

IHT Wealth Management's SWAN Position: Q3 2022 in Review

IHT Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2022, closing a stake of 7,450 shares — an estimated $201K sold.

IHT Wealth Management first reported a position in SWAN in Q3 2020 and held it in 8 quarters. The position peaked at $247K in Q4 2021. 70 funds tracked by Wall St. Rank hold SWAN as of Q3 2022.

IHT Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2022 after selling out during the quarter.
IHT Wealth Management sold 7,450 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2022, an estimated $201K.
IHT Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and held it in 8 quarters.
IHT Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $247K in Q4 2021.
70 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2022.

Based on IHT Wealth Management's 13F filing for Q3 2022, filed 22 Nov 2022.