Amplius Wealth Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Amplius Wealth Advisors’s Portfolio GCC Stock Details GCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-605,086	Closed	-$12.9M	–	171
2022 Q3	$12.9M	Sell	605,086 -29,243	-5%	-$658K	2.31%	16
2022 Q2	$14.9M	Sell	634,329 -229,853	-27%	-$5.88M	2.41%	14
2022 Q1	$21.8M	Sell	864,182 -22,289	-3%	-$522K	3.36%	9
2021 Q4	$18.5M	Buy	+886,471	New	+$18.6M	2.55%	12

Other funds holding GCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return