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PFG Private Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

PFG Private Wealth Management’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
2023
Q1 		– Sell
-21
Closed -$1K – 379
2022
Q4 		$1K Buy
+21
New +$525 ﹤0.01% 331

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NA
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FIM
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AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

PFG Private Wealth Management's SWAN Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2023, closing a stake of 21 shares — an estimated $1K sold.

PFG Private Wealth Management first reported a position in SWAN in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 45 funds tracked by Wall St. Rank hold SWAN as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 21 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2023, an estimated $1K.
  • PFG Private Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.