Sweet Financial Partners’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Sweet Financial 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 Q2	–	Sell	-329,125	Closed	-$10.3M	–	183
2022 Q1	$10.3M	Buy	329,125 +322,466	+4,843%	+$10.3M	2.76%	13
2021 Q4	$230K	Buy	+6,659	New	+$237K	0.1%	135

Other funds holding SWAN

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

Cambridge Investment Research Advisors

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

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

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

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

MML Investors Services

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

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

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return