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Raymond James & Associates’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Raymond James & Associates’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
-7,416
Closed -$228K – 3691
2020
Q2 		$228K Buy
+7,416
New +$222K ﹤0.01% 3057

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

Raymond James & Associates's SWAN Position: Q3 2020 in Review

Raymond James & Associates sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2020, closing a stake of 7,416 shares — an estimated $228K sold.

Raymond James & Associates first reported a position in SWAN in Q2 2020 and held it in 1 quarter. The position peaked at $228K in Q2 2020. 74 funds tracked by Wall St. Rank hold SWAN as of Q3 2020.

  • Raymond James & Associates reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2020 after selling out during the quarter.
  • Raymond James & Associates sold 7,416 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2020, an estimated $228K.
  • Raymond James & Associates first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2020 and held it in 1 quarter.
  • Raymond James & Associates's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $228K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2020.

Based on Raymond James & Associates's 13F filing for Q3 2020, filed 4 Nov 2020.