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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

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KFP
KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Sweet Financial Partners's SWAN Position: Q2 2022 in Review

Sweet Financial Partners sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 329,125 shares — an estimated $10.3M sold.

Sweet Financial Partners first reported a position in SWAN in Q4 2021 and held it in 2 quarters. The position peaked at $10.3M in Q1 2022. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

  • Sweet Financial Partners reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 329,125 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $10.3M.
  • Sweet Financial Partners first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2021 and held it in 2 quarters.
  • Sweet Financial Partners's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $10.3M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on Sweet Financial Partners's 13F filing for Q2 2022, filed 3 Aug 2022.