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Institutional & Family Asset Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-4,385
Closed -$140K – 1004
2021
Q1 		$140K Sell
4,385
-2,745
-38% -$88.9K 0.03% 228
2020
Q4 		$234K Buy
+7,130
New +$230K 0.05% 169

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KFP
KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Institutional & Family Asset Management's SWAN Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2021, closing a stake of 4,385 shares — an estimated $140K sold.

Institutional & Family Asset Management first reported a position in SWAN in Q4 2020 and held it in 2 quarters. The position peaked at $234K in Q4 2020. 92 funds tracked by Wall St. Rank hold SWAN as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,385 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2021, an estimated $140K.
  • Institutional & Family Asset Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $234K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.