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SYM Financial Corp’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

SYM Financial Corp’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
Q4 		– Sell
-87,723
Closed -$2.18M – 131
2022
Q3 		$2.18M Buy
87,723
+61,402
+233% +$1.67M 1.05% 12
2022
Q2 		$710K Buy
+26,321
New +$747K 0.34% 21

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

SYM Financial Corp's SWAN Position: Q4 2022 in Review

SYM Financial Corp sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q4 2022, closing a stake of 87,723 shares — an estimated $2.18M sold.

SYM Financial Corp first reported a position in SWAN in Q2 2022 and held it in 2 quarters. The position peaked at $2.18M in Q3 2022. 56 funds tracked by Wall St. Rank hold SWAN as of Q4 2022.

  • SYM Financial Corp reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q4 2022 after selling out during the quarter.
  • SYM Financial Corp sold 87,723 Amplify BlackSwan Growth & Treasure Core ETF shares in Q4 2022, an estimated $2.18M.
  • SYM Financial Corp first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2022 and held it in 2 quarters.
  • SYM Financial Corp's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $2.18M in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q4 2022.

Based on SYM Financial Corp's 13F filing for Q4 2022, filed 19 Jan 2023.