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Nova R Wealth’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Nova R Wealth’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
Q2 		– Sell
-9,692
Closed -$304K – 81
2022
Q1 		$304K Sell
9,692
-7,383
-43% -$236K 0.26% 54
2021
Q4 		$590K Buy
+17,075
New +$608K 0.48% 41

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KFP
KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Nova R Wealth's SWAN Position: Q2 2022 in Review

Nova R Wealth sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 9,692 shares — an estimated $304K sold.

Nova R Wealth first reported a position in SWAN in Q4 2021 and held it in 2 quarters. The position peaked at $590K in Q4 2021. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

  • Nova R Wealth reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
  • Nova R Wealth sold 9,692 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $304K.
  • Nova R Wealth first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2021 and held it in 2 quarters.
  • Nova R Wealth's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $590K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on Nova R Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.