CA
GERM

Clearstead Advisors’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History

Clearstead Advisors’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
2020
Q4 		– Sell
-860
Closed -$24K – 1034
2020
Q3 		$24K Buy
+860
New +$25.3K ﹤0.01% 565

Other funds holding GERM

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Clearstead Advisors's GERM Position: Q4 2020 in Review

Clearstead Advisors sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q4 2020, closing a stake of 860 shares — an estimated $24K sold.

Clearstead Advisors first reported a position in GERM in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 25 funds tracked by Wall St. Rank hold GERM as of Q4 2020.

  • Clearstead Advisors reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q4 2020 after selling out during the quarter.
  • Clearstead Advisors sold 860 Amplify Treatments, Testing and Advancements ETF shares in Q4 2020, an estimated $24K.
  • Clearstead Advisors first reported a position in Amplify Treatments, Testing and Advancements ETF in Q3 2020 and held it in 1 quarter.
  • Clearstead Advisors's Amplify Treatments, Testing and Advancements ETF position peaked at $24K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q4 2020.

Based on Clearstead Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.