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Richard W. Paul & Associates’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Richard W. Paul & 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
2023
Q1 		– Sell
-1,776
Closed -$43.4K – 563
2022
Q4 		$43.4K Buy
+1,776
New +$44.4K 0.02% 224

Other funds holding SWAN

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Richard W. Paul & Associates's SWAN Position: Q1 2023 in Review

Richard W. Paul & Associates sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2023, closing a stake of 1,776 shares — an estimated $43.4K sold.

Richard W. Paul & Associates first reported a position in SWAN in Q4 2022 and held it in 1 quarter. The position peaked at $43.4K in Q4 2022. 45 funds tracked by Wall St. Rank hold SWAN as of Q1 2023.

  • Richard W. Paul & Associates reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 1,776 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2023, an estimated $43.4K.
  • Richard W. Paul & Associates first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2022 and held it in 1 quarter.
  • Richard W. Paul & Associates's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $43.4K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2023.

Based on Richard W. Paul & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.