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Team Financial Group’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Team Financial Group’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
2024
Q1 		– Sell
-10
Closed -$262 – 188
2023
Q4 		$262 Buy
+10
New +$247 ﹤0.01% 207

Other funds holding SWAN

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Team Financial Group's SWAN Position: Q1 2024 in Review

Team Financial Group sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2024, closing a stake of 10 shares — an estimated $262 sold.

Team Financial Group first reported a position in SWAN in Q4 2023 and held it in 1 quarter. The position peaked at $262 in Q4 2023. 35 funds tracked by Wall St. Rank hold SWAN as of Q1 2024.

  • Team Financial Group reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 10 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2024, an estimated $262.
  • Team Financial Group first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2023 and held it in 1 quarter.
  • Team Financial Group's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $262 in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.