Morningstar

Amplify BlackSwan Tech & Treasury ETF QSWN

Morningstar Medalist Rating
Medalist Rating as of | See Amplify Investment Hub

Morningstar’s Analysis QSWN

Will QSWN outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QSWN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QSWN management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QSWN’s parent organization’s priorities and whether they’re in line with investors’ interests.

Amplify BlackSwan Tech& Treasury ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QSWN

More QSWN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

QQQ US 12/20/24 C369.78

13.75 381,893
—

QQQ US 06/20/25 C434.78

10.36 287,750
—

United States Treasury Notes 0.88%

8.45 234,701
Government

United States Treasury Notes 1.38%

8.45 234,585
Government

United States Treasury Notes 0.63%

8.44 234,357
Government

United States Treasury Notes 1.63%

8.41 233,510
Government

United States Treasury Notes 1.75%

8.38 232,599
Government

United States Treasury Notes 2.88%

8.37 232,466
Government

United States Treasury Notes 4.13%

8.37 232,364
Government

United States Treasury Notes 3.38%

8.36 232,285
Government

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