Janney Montgomery Scott
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Janney Montgomery Scott’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Janney Montgomery Scott’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
2020
Q4 		– Sell
-7,855
Closed -$249K – 2274
2020
Q3 		$249K Sell
7,855
-1,000
-11% -$31.7K ﹤0.01% 1801
2020
Q2 		$272K Sell
8,855
-100
-1% -$2.99K ﹤0.01% 1679
2020
Q1 		$258K Sell
8,955
-5,210
-37% -$153K ﹤0.01% 1563
2019
Q4 		$407K Hold
14,165
– – ﹤0.01% 1535
2019
Q3 		$404K Buy
+14,165
New +$398K ﹤0.01% 1520

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Janney Montgomery Scott's SWAN Position: Q4 2020 in Review

Janney Montgomery Scott sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2020, closing a stake of 7,855 shares — an estimated $249K sold.

Janney Montgomery Scott first reported a position in SWAN in Q3 2019 and held it in 5 quarters. The position peaked at $407K in Q4 2019. 86 funds tracked by Wall St. Rank hold SWAN as of Q4 2020.

  • Janney Montgomery Scott reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,855 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2020, an estimated $249K.
  • Janney Montgomery Scott first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2019 and held it in 5 quarters.
  • Janney Montgomery Scott's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $407K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2020.

Based on Janney Montgomery Scott's 13F filing for Q4 2020, filed 25 Jan 2021.