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Raleigh Capital Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Raleigh Capital 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
2022
Q2 		– Sell
-158
Closed -$5K – 666
2022
Q1 		$5K Buy
+158
New +$5.06K ﹤0.01% 467

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KFP
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FPB
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MML Investors Services
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KAS
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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

Raleigh Capital Management's SWAN Position: Q2 2022 in Review

Raleigh Capital Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 158 shares — an estimated $5K sold.

Raleigh Capital Management first reported a position in SWAN in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

  • Raleigh Capital Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 158 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $5K.
  • Raleigh Capital Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2022 and held it in 1 quarter.
  • Raleigh Capital Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $5K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on Raleigh Capital Management's 13F filing for Q2 2022, filed 30 Aug 2022.