CFS Investment Advisory Services’s Amplify Travel Tech ETF AWAY Stock Holding History

CFS Investment Advisory Services’s Portfolio AWAY Stock Details AWAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-38,393	Closed	-$2K	–	136
2022 Q3	$2K	Buy	+38,393	New	+$681K	﹤0.01%	154
2022 Q2	–	Sell	-57,784	Closed	-$2K	–	233
2022 Q1	$2K	Buy	+57,784	New	+$1.36M	0.01%	268
2021 Q4	–	Sell	-34,733	Closed	-$986K	–	216
2021 Q3	$986K	Buy	+34,733	New	+$947K	0.14%	137
2020 Q4	$487K	Buy	+18,800	New	+$418K	0.08%	139

Other funds holding AWAY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

CFS Investment Advisory Services's AWAY Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Amplify Travel Tech ETF (AWAY) in Q4 2022, closing a stake of 38,393 shares — an estimated $2K sold.

CFS Investment Advisory Services first reported a position in AWAY in Q4 2020 and held it in 4 quarters. The position peaked at $986K in Q3 2021. 43 funds tracked by Wall St. Rank hold AWAY as of Q4 2022.

CFS Investment Advisory Services reported no remaining Amplify Travel Tech ETF position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 38,393 Amplify Travel Tech ETF shares in Q4 2022, an estimated $2K.
CFS Investment Advisory Services first reported a position in Amplify Travel Tech ETF in Q4 2020 and held it in 4 quarters.
CFS Investment Advisory Services's Amplify Travel Tech ETF position peaked at $986K in Q3 2021.
43 funds tracked by Wall St. Rank held Amplify Travel Tech ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.