Laurel Wealth Advisors (California)’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	–	Sell	-6,561	Closed	-$225K	–	781
2021 Q3	$225K	Sell	6,561 -769	-10%	-$27.1K	0.04%	411
2021 Q2	$251K	Sell	7,330 -438	-6%	-$14.6K	0.03%	443
2021 Q1	$248K	Buy	7,768 +220	+3%	+$7.13K	0.04%	394
2020 Q4	$248K	Hold	7,548	–	–	0.04%	380
2020 Q3	$239K	Sell	7,548 -154	-2%	-$4.89K	0.04%	349
2020 Q2	$236K	Buy	+7,702	New	+$230K	0.04%	338

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 $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

KFP

KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SWAN Position: Q4 2021 in Review

Laurel Wealth Advisors (California) sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2021, closing a stake of 6,561 shares — an estimated $225K sold.

Laurel Wealth Advisors (California) first reported a position in SWAN in Q2 2020 and held it in 6 quarters. The position peaked at $251K in Q2 2021. 112 funds tracked by Wall St. Rank hold SWAN as of Q4 2021.

Laurel Wealth Advisors (California) reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2021 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 6,561 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2021, an estimated $225K.
Laurel Wealth Advisors (California) first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2020 and held it in 6 quarters.
Laurel Wealth Advisors (California)'s Amplify BlackSwan Growth & Treasure Core ETF position peaked at $251K in Q2 2021.
112 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2021, filed 14 Feb 2022.