AWM
EASI

Avitas Wealth Management’s Amplify EASI Tactical Growth ETF EASI Stock Holding History

Avitas Wealth Management’s Portfolio EASI Stock Details EASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-14,356
Closed -$357K – 194
2019
Q2 		$357K Buy
14,356
+360
+3% +$8.8K 0.1% 156
2019
Q1 		$341K Buy
13,996
+41
+0.3% +$990 0.1% 152
2018
Q4 		$335K Buy
13,955
+587
+4% +$14.1K 0.11% 142
2018
Q3 		$347K Buy
13,368
+134
+1% +$3.37K 0.1% 150
2018
Q2 		$317K Buy
+13,234
New +$325K 0.1% 153

Other funds holding EASI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avitas Wealth Management's EASI Position: Q3 2019 in Review

Avitas Wealth Management sold out of Amplify EASI Tactical Growth ETF (EASI) in Q3 2019, closing a stake of 14,356 shares — an estimated $357K sold.

Avitas Wealth Management first reported a position in EASI in Q2 2018 and held it in 5 quarters. The position peaked at $357K in Q2 2019. 5 funds tracked by Wall St. Rank hold EASI as of Q3 2019.

  • Avitas Wealth Management reported no remaining Amplify EASI Tactical Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 14,356 Amplify EASI Tactical Growth ETF shares in Q3 2019, an estimated $357K.
  • Avitas Wealth Management first reported a position in Amplify EASI Tactical Growth ETF in Q2 2018 and held it in 5 quarters.
  • Avitas Wealth Management's Amplify EASI Tactical Growth ETF position peaked at $357K in Q2 2019.
  • 5 funds tracked by Wall St. Rank held Amplify EASI Tactical Growth ETF as of Q3 2019.

Based on Avitas Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.