SWM
SWAN icon

Spire Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Spire Wealth 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
2023
Q1 		– Sell
-1,118
Closed -$27K – 2593
2022
Q4 		$27K Buy
1,118
+8
+0.7% +$200 ﹤0.01% 1249
2022
Q3 		$28K Buy
1,110
+3
+0.3% +$81 ﹤0.01% 1188
2022
Q2 		$30K Sell
1,107
-17,750
-94% -$503K ﹤0.01% 1508
2022
Q1 		$591K Buy
18,857
+1,074
+6% +$34.4K 0.02% 518
2021
Q4 		$614K Buy
+17,783
New +$633K 0.01% 621

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

Spire Wealth Management's SWAN Position: Q1 2023 in Review

Spire Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2023, closing a stake of 1,118 shares — an estimated $27K sold.

Spire Wealth Management first reported a position in SWAN in Q4 2021 and held it in 5 quarters. The position peaked at $614K in Q4 2021. 45 funds tracked by Wall St. Rank hold SWAN as of Q1 2023.

  • Spire Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,118 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2023, an estimated $27K.
  • Spire Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2021 and held it in 5 quarters.
  • Spire Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $614K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.