Amplius Wealth Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,826	Closed	-$273K	–	194
2022 Q1	$273K	Sell	6,826 -25,420	-79%	-$1.02M	0.04%	143
2021 Q4	$1.3M	Buy	+32,246	New	+$1.3M	0.18%	58

Other funds holding ULST

January Capital Advisors San Francisco, California $74.2M AUM

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

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return