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Squar Milner Financial Services’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Squar Milner Financial Services’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 		– Sell
-13,050
Closed -$400K – 174
2020
Q2 		$400K Buy
+13,050
New +$390K 0.23% 121
2019
Q4 		– Sell
-13,050
Closed -$413K – 856
2019
Q3 		$413K Buy
+13,050
New +$367K 0.21% 123

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 $7.99B AUM 21.6% 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

Squar Milner Financial Services's SWAN Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2020, closing a stake of 13,050 shares — an estimated $400K sold.

Squar Milner Financial Services first reported a position in SWAN in Q3 2019 and held it in 2 quarters. The position peaked at $413K in Q3 2019. 74 funds tracked by Wall St. Rank hold SWAN as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 13,050 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2020, an estimated $400K.
  • Squar Milner Financial Services first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q3 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $413K in Q3 2019.
  • 74 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.