BAM
GERM

Belpointe Asset Management’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History

Belpointe Asset Management’s Portfolio GERM Stock Details GERM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,783
Closed -$36.5K – 3615
2023
Q1 		$36.5K Sell
1,783
-1,660
-48% -$37.2K ﹤0.01% 1912
2022
Q4 		$77.1K Buy
+3,443
New +$77.6K ﹤0.01% 1383

Other funds holding GERM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Belpointe Asset Management's GERM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q2 2023, closing a stake of 1,783 shares — an estimated $36.5K sold.

Belpointe Asset Management first reported a position in GERM in Q4 2022 and held it in 2 quarters. The position peaked at $77.1K in Q4 2022. 17 funds tracked by Wall St. Rank hold GERM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,783 Amplify Treatments, Testing and Advancements ETF shares in Q2 2023, an estimated $36.5K.
  • Belpointe Asset Management first reported a position in Amplify Treatments, Testing and Advancements ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Amplify Treatments, Testing and Advancements ETF position peaked at $77.1K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.