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

Jeppson 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
2020
Q4 		– Sell
-26
Closed -$1K – 406
2020
Q3 		$1K Buy
+26
New +$825 ﹤0.01% 505

Other funds holding SWAN

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HHGA
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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

Jeppson Wealth Management's SWAN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2020, closing a stake of 26 shares — an estimated $1K sold.

Jeppson Wealth Management first reported a position in SWAN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 86 funds tracked by Wall St. Rank hold SWAN as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 26 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2020, an estimated $1K.
  • Jeppson Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1K in Q3 2020.
  • 86 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.