Summit Wealth Partners’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Summit Wealth Partners’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
2022 Q1	–	Sell	-6,408	Closed	-$221K	–	173
2021 Q4	$221K	Buy	6,408 +8	+0.1%	+$285	0.05%	147
2021 Q3	$219K	Sell	6,400 -119	-2%	-$4.2K	0.05%	144
2021 Q2	$223K	Sell	6,519 -2,853	-30%	-$95.3K	0.05%	148
2021 Q1	$300K	Sell	9,372 -2,560	-21%	-$82.9K	0.08%	123
2020 Q4	$392K	Sell	11,932 -22,138	-65%	-$715K	0.11%	99
2020 Q3	$1.08M	Sell	34,070 -254	-0.7%	-$8.06K	0.32%	54
2020 Q2	$1.05M	Buy	+34,324	New	+$1.03M	0.34%	53

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KFP

KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Summit Wealth Partners's SWAN Position: Q1 2022 in Review

Summit Wealth Partners sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2022, closing a stake of 6,408 shares — an estimated $221K sold.

Summit Wealth Partners first reported a position in SWAN in Q2 2020 and held it in 7 quarters. The position peaked at $1.08M in Q3 2020. 107 funds tracked by Wall St. Rank hold SWAN as of Q1 2022.

Summit Wealth Partners reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2022 after selling out during the quarter.
Summit Wealth Partners sold 6,408 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2022, an estimated $221K.
Summit Wealth Partners first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2020 and held it in 7 quarters.
Summit Wealth Partners's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1.08M in Q3 2020.
107 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2022.

Based on Summit Wealth Partners's 13F filing for Q1 2022, filed 11 Sep 2024.