Centric Wealth Management’s Amplify Inflation Fighter ETF IWIN Stock Holding History

Centric Wealth Management’s Portfolio IWIN Stock Details IWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-38,076	Closed	-$1.08M	–	191
2024 Q2	$1.08M	Buy	38,076 +727	+2%	+$20.1K	0.31%	68
2024 Q1	$1M	Sell	37,349 -231	-0.6%	-$6.12K	0.32%	69
2023 Q4	$976K	Buy	+37,580	New	+$937K	0.32%	69

Centric Wealth Management's IWIN Position: Q3 2024 in Review

Centric Wealth Management sold out of Amplify Inflation Fighter ETF (IWIN) in Q3 2024, closing a stake of 38,076 shares — an estimated $1.08M sold.

Centric Wealth Management first reported a position in IWIN in Q4 2023 and held it in 3 quarters. The position peaked at $1.08M in Q2 2024. 0 funds tracked by Wall St. Rank hold IWIN as of Q3 2024.

Centric Wealth Management reported no remaining Amplify Inflation Fighter ETF position as of Q3 2024 after selling out during the quarter.
Centric Wealth Management sold 38,076 Amplify Inflation Fighter ETF shares in Q3 2024, an estimated $1.08M.
Centric Wealth Management first reported a position in Amplify Inflation Fighter ETF in Q4 2023 and held it in 3 quarters.
Centric Wealth Management's Amplify Inflation Fighter ETF position peaked at $1.08M in Q2 2024.
0 funds tracked by Wall St. Rank held Amplify Inflation Fighter ETF as of Q3 2024.

Based on Centric Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.