Personal CFO Solutions’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Personal CFO 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
2022 Q1	–	Sell	-6,000	Closed	-$207K	–	511
2021 Q4	$207K	Hold	6,000	–	–	0.04%	434
2021 Q3	$205K	Hold	6,000	–	–	0.04%	414
2021 Q2	$206K	Sell	6,000 -1,000	-14%	-$33.4K	0.04%	403
2021 Q1	$224K	Hold	7,000	–	–	0.05%	355
2020 Q4	$230K	Hold	7,000	–	–	0.06%	320
2020 Q3	$0	Buy	+7,000	New	+$222K	﹤0.01%	309

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

KFP

KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return

FPB

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

KAS

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

Personal CFO Solutions's SWAN Position: Q1 2022 in Review

Personal CFO Solutions sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2022, closing a stake of 6,000 shares — an estimated $207K sold.

Personal CFO Solutions first reported a position in SWAN in Q3 2020 and held it in 6 quarters. The position peaked at $230K in Q4 2020. 107 funds tracked by Wall St. Rank hold SWAN as of Q1 2022.

Personal CFO Solutions reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2022 after selling out during the quarter.
Personal CFO Solutions sold 6,000 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2022, an estimated $207K.
Personal CFO Solutions first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2020 and held it in 6 quarters.
Personal CFO Solutions's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $230K in Q4 2020.
107 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.