Independent Financial Group’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Independent Financial 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
2022 Q2	–	Sell	-10,401	Closed	-$326K	–	807
2022 Q1	$326K	Buy	10,401 +146	+1%	+$4.68K	0.03%	569
2021 Q4	$354K	Sell	10,255 -960	-9%	-$34.2K	0.03%	532
2021 Q3	$384K	Buy	11,215 +635	+6%	+$22.4K	0.04%	443
2021 Q2	$363K	Buy	10,580 +400	+4%	+$13.4K	0.04%	469
2021 Q1	$325K	Buy	10,180 +1,725	+20%	+$55.9K	0.04%	443
2020 Q4	$277K	Buy	+8,455	New	+$273K	0.04%	444

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

Independent Financial Group's SWAN Position: Q2 2022 in Review

Independent Financial Group sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 10,401 shares — an estimated $326K sold.

Independent Financial Group first reported a position in SWAN in Q4 2020 and held it in 6 quarters. The position peaked at $384K in Q3 2021. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

Independent Financial Group reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
Independent Financial Group sold 10,401 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $326K.
Independent Financial Group first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2020 and held it in 6 quarters.
Independent Financial Group's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $384K in Q3 2021.
87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.