Ladenburg Thalmann Financial Services’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.29M	Buy	44,757 +165	+0.4%	+$4.75K	0.01%	1109
2019 Q3	$1.27M	Sell	44,592 -2,649	-6%	-$74.4K	0.01%	1068
2019 Q2	$1.3M	Buy	+47,241	New	+$1.26M	0.01%	1042

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SWAN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 0.37% in Q4 2019, buying an estimated $4.75K and bringing the position to 44,757 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1109.

Ladenburg Thalmann Financial Services first reported a position in SWAN in Q2 2019 and has held it in 3 quarters since. The position peaked at $1.3M in Q2 2019. 15 funds tracked by Wall St. Rank hold SWAN as of Q4 2019.

Ladenburg Thalmann Financial Services held 44,757 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $1.29M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 165 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2019, an estimated $4.75K.
Amplify BlackSwan Growth & Treasure Core ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1109 holding.
Ladenburg Thalmann Financial Services first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2019 and has held it in 3 quarters since.
Ladenburg Thalmann Financial Services's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1.3M in Q2 2019.
15 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.