Leelyn Smith’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-2,988	Closed	-$73.1K	–	389
2022 Q4	$73.1K	Sell	2,988 -1,026	-26%	-$25.7K	0.02%	149
2022 Q3	$100K	Sell	4,014 -11,660	-74%	-$317K	0.03%	116
2022 Q2	$423K	Sell	15,674 -109,675	-87%	-$3.11M	0.11%	96
2022 Q1	$3.93M	Buy	125,349 +44,832	+56%	+$1.44M	1.02%	21
2021 Q4	$2.78M	Buy	80,517 +79,311	+6,576%	+$2.82M	0.74%	36
2021 Q3	$41K	Buy	+1,206	New	+$42.5K	0.01%	205

Other funds holding SWAN

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

FPB

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Leelyn Smith's SWAN Position: Q1 2023 in Review

Leelyn Smith sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2023, closing a stake of 2,988 shares — an estimated $73.1K sold.

Leelyn Smith first reported a position in SWAN in Q3 2021 and held it in 6 quarters. The position peaked at $3.93M in Q1 2022. 45 funds tracked by Wall St. Rank hold SWAN as of Q1 2023.

Leelyn Smith reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 2,988 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2023, an estimated $73.1K.
Leelyn Smith first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2021 and held it in 6 quarters.
Leelyn Smith's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $3.93M in Q1 2022.
45 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.