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Sovran Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Sovran Advisors’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
2025
Q1 		– Sell
-8,578
Closed -$247K – 479
2024
Q4 		$247K Buy
+8,578
New +$259K 0.04% 372

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 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

Sovran Advisors's SWAN Position: Q1 2025 in Review

Sovran Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2025, closing a stake of 8,578 shares — an estimated $247K sold.

Sovran Advisors first reported a position in SWAN in Q4 2024 and held it in 1 quarter. The position peaked at $247K in Q4 2024. 35 funds tracked by Wall St. Rank hold SWAN as of Q1 2025.

  • Sovran Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2025 after selling out during the quarter.
  • Sovran Advisors sold 8,578 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2025, an estimated $247K.
  • Sovran Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2024 and held it in 1 quarter.
  • Sovran Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $247K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2025.

Based on Sovran Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.