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Sigma Planning Corp’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Sigma Planning Corp’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
2021
Q2 		– Sell
-7,903
Closed -$253K – 1490
2021
Q1 		$253K Sell
7,903
-78
-1% -$2.53K 0.01% 1087
2020
Q4 		$262K Buy
7,981
+51
+0.6% +$1.65K 0.01% 968
2020
Q3 		$251K Sell
7,930
-130
-2% -$4.13K 0.01% 858
2020
Q2 		$247K Buy
+8,060
New +$241K 0.01% 855

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KFP
KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sigma Planning Corp's SWAN Position: Q2 2021 in Review

Sigma Planning Corp sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2021, closing a stake of 7,903 shares — an estimated $253K sold.

Sigma Planning Corp first reported a position in SWAN in Q2 2020 and held it in 4 quarters. The position peaked at $262K in Q4 2020. 92 funds tracked by Wall St. Rank hold SWAN as of Q2 2021.

  • Sigma Planning Corp reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 7,903 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2021, an estimated $253K.
  • Sigma Planning Corp first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2020 and held it in 4 quarters.
  • Sigma Planning Corp's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $262K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2021.

Based on Sigma Planning Corp's 13F filing for Q2 2021, filed 13 Aug 2021.