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Orion Portfolio Solutions’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-372
Closed -$11K – 1848
2020
Q2 		$11K Buy
+372
New +$11.1K ﹤0.01% 1181

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 $43.3B AUM 29.3% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Orion Portfolio Solutions's SWAN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2020, closing a stake of 372 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in SWAN in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 74 funds tracked by Wall St. Rank hold SWAN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 372 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2020, an estimated $11K.
  • Orion Portfolio Solutions first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $11K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.