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

Sollinda 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
2024
Q4 		– Sell
-265,270
Closed -$8.07M – 77
2024
Q3 		$8.07M Buy
+265,270
New +$7.8M 2.28% 11

Other funds holding SWAN

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sollinda Capital Management's SWAN Position: Q4 2024 in Review

Sollinda Capital Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2024, closing a stake of 265,270 shares — an estimated $8.07M sold.

Sollinda Capital Management first reported a position in SWAN in Q3 2024 and held it in 1 quarter. The position peaked at $8.07M in Q3 2024. 39 funds tracked by Wall St. Rank hold SWAN as of Q4 2024.

  • Sollinda Capital Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2024 after selling out during the quarter.
  • Sollinda Capital Management sold 265,270 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2024, an estimated $8.07M.
  • Sollinda Capital Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2024 and held it in 1 quarter.
  • Sollinda Capital Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $8.07M in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2024.

Based on Sollinda Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.