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Secrest Blakey & Associates’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Secrest Blakey & 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 		$267K Buy
+8,421
New +$267K 0.61% 48

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 $8.93B AUM 25.13% 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

Secrest Blakey & Associates's SWAN Position: Q3 2020 in Review

Secrest Blakey & Associates opened a new position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2020: 8,421 shares worth $267K. The stake represents 0.61% of the portfolio and ranks #48 among its holdings.

74 funds tracked by Wall St. Rank hold SWAN as of Q3 2020.

  • Secrest Blakey & Associates held 8,421 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $267K as of Q3 2020.
  • Amplify BlackSwan Growth & Treasure Core ETF was a new Secrest Blakey & Associates position in Q3 2020.
  • Amplify BlackSwan Growth & Treasure Core ETF made up 0.61% of Secrest Blakey & Associates's portfolio in Q3 2020, its #48 holding.
  • 74 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.