MML Investors Services
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MML Investors Services’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

MML Investors 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
2022
Q4 		– Sell
-340,122
Closed -$8.44M – 2219
2022
Q3 		$8.44M Sell
340,122
-1,315
-0.4% -$35.7K 0.06% 290
2022
Q2 		$9.21M Buy
341,437
+2,181
+0.6% +$61.9K 0.07% 277
2022
Q1 		$10.6M Sell
339,256
-4,515
-1% -$145K 0.08% 266
2021
Q4 		$11.9M Buy
343,771
+30,789
+10% +$1.1M 0.09% 246
2021
Q3 		$10.7M Buy
312,982
+9,337
+3% +$329K 0.09% 260
2021
Q2 		$10.4M Buy
303,645
+21,411
+8% +$715K 0.09% 248
2021
Q1 		$9.02M Buy
282,234
+16,363
+6% +$530K 0.09% 245
2020
Q4 		$8.73M Buy
265,871
+48,406
+22% +$1.56M 0.09% 220
2020
Q3 		$6.89M Buy
217,465
+7,646
+4% +$243K 0.09% 218
2020
Q2 		$6.44M Buy
209,819
+187,763
+851% +$5.62M 0.09% 232
2020
Q1 		$634K Buy
+22,056
New +$646K 0.01% 774

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

MML Investors Services's SWAN Position: Q4 2022 in Review

MML Investors Services sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2022, closing a stake of 340,122 shares — an estimated $8.44M sold.

MML Investors Services first reported a position in SWAN in Q1 2020 and held it in 11 quarters. The position peaked at $11.9M in Q4 2021. 55 funds tracked by Wall St. Rank hold SWAN as of Q4 2022.

  • MML Investors Services reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2022 after selling out during the quarter.
  • MML Investors Services sold 340,122 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2022, an estimated $8.44M.
  • MML Investors Services first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2020 and held it in 11 quarters.
  • MML Investors Services's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $11.9M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2022.

Based on MML Investors Services's 13F filing for Q4 2022, filed 13 Feb 2023.