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Money Concepts Capital’s Amplify BlackSwan ISWN ETF ISWN Stock Holding History

Money Concepts Capital’s Portfolio ISWN Stock Details ISWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,200
Closed -$22K – 3291
2022
Q3 		$22K Buy
+1,200
New +$23.4K ﹤0.01% 893

Other funds holding ISWN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CSWM
Cassady Schiller Wealth Management Cincinnati, Ohio $273M AUM 17.91% 1-Year Est. Return

Money Concepts Capital's ISWN Position: Q4 2022 in Review

Money Concepts Capital sold out of Amplify BlackSwan ISWN ETF (ISWN) in Q4 2022, closing a stake of 1,200 shares — an estimated $22K sold.

Money Concepts Capital first reported a position in ISWN in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 7 funds tracked by Wall St. Rank hold ISWN as of Q4 2022.

  • Money Concepts Capital reported no remaining Amplify BlackSwan ISWN ETF position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 1,200 Amplify BlackSwan ISWN ETF shares in Q4 2022, an estimated $22K.
  • Money Concepts Capital first reported a position in Amplify BlackSwan ISWN ETF in Q3 2022 and held it in 1 quarter.
  • Money Concepts Capital's Amplify BlackSwan ISWN ETF position peaked at $22K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Amplify BlackSwan ISWN ETF as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.