Integrated Advisors Network’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Integrated Advisors 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	-8,458	Closed	-$265K	–	732
2022 Q1	$265K	Sell	8,458 -9,236	-52%	-$296K	0.02%	570
2021 Q4	$611K	Buy	17,694 +941	+6%	+$33.5K	0.04%	378
2021 Q3	$573K	Sell	16,753 -3	-0%	-$106	0.04%	373
2021 Q2	$574K	Sell	16,756 -1,581	-9%	-$52.8K	0.04%	329
2021 Q1	$586K	Sell	18,337 -103,821	-85%	-$3.36M	0.05%	301
2020 Q4	$4.01M	Sell	122,158 -43,864	-26%	-$1.42M	0.44%	59
2020 Q3	$5.26M	Buy	166,022 +111,171	+203%	+$3.53M	0.67%	35
2020 Q2	$1.68M	Buy	54,851 +36,561	+200%	+$1.09M	0.2%	137
2020 Q1	$526K	Buy	18,290 +1,322	+8%	+$38.7K	0.1%	184
2019 Q4	$487K	Buy	+16,968	New	+$489K	0.07%	251

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 $43.3B AUM 29.3% 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

Integrated Advisors Network's SWAN Position: Q2 2022 in Review

Integrated Advisors Network sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 8,458 shares — an estimated $265K sold.

Integrated Advisors Network first reported a position in SWAN in Q4 2019 and held it in 10 quarters. The position peaked at $5.26M in Q3 2020. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

Integrated Advisors Network reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
Integrated Advisors Network sold 8,458 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $265K.
Integrated Advisors Network first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2019 and held it in 10 quarters.
Integrated Advisors Network's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $5.26M in Q3 2020.
87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on Integrated Advisors Network's 13F filing for Q2 2022, filed 12 Aug 2022.