Tiedemann Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Tiedemann Advisors’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
2023 Q3	–	Sell	-8,035	Closed	-$207K	–	285
2023 Q2	$207K	Hold	8,035	–	–	0.01%	240
2023 Q1	$205K	Buy	+8,035	New	+$202K	0.01%	229
2022 Q4	–	Sell	-9,270	Closed	-$230K	–	251
2022 Q3	$230K	Sell	9,270 -29,915	-76%	-$812K	0.01%	204
2022 Q2	$1.06M	Hold	39,185	–	–	0.08%	110
2022 Q1	$1.23M	Buy	39,185 +4,635	+13%	+$148K	0.06%	130
2021 Q4	$1.19M	Buy	34,550 +14,550	+73%	+$518K	0.06%	130
2021 Q3	$685K	Hold	20,000	–	–	0.04%	165
2021 Q2	$685K	Buy	+20,000	New	+$668K	0.03%	205

Other funds holding SWAN

Cerity Partners New York $70.8B AUM 21.68% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

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

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

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

Tiedemann Advisors's SWAN Position: Q3 2023 in Review

Tiedemann Advisors sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2023, closing a stake of 8,035 shares — an estimated $207K sold.

Tiedemann Advisors first reported a position in SWAN in Q2 2021 and held it in 8 quarters. The position peaked at $1.23M in Q1 2022. 36 funds tracked by Wall St. Rank hold SWAN as of Q3 2023.

Tiedemann Advisors reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q3 2023 after selling out during the quarter.
Tiedemann Advisors sold 8,035 Amplify BlackSwan Growth & Treasure Core ETF shares in Q3 2023, an estimated $207K.
Tiedemann Advisors first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q2 2021 and held it in 8 quarters.
Tiedemann Advisors's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1.23M in Q1 2022.
36 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.