Commonwealth Equity Services’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History

Commonwealth Equity Services’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 Q4	–	Sell	-10,180	Closed	-$182K	–	4048
2023 Q3	$182K	Sell	10,180 -1,325	-12%	-$25.9K	﹤0.01%	3412
2023 Q2	$237K	Sell	11,505 -2,619	-19%	-$54.8K	﹤0.01%	3247
2023 Q1	$288	Sell	14,124 -427	-3%	-$9.56K	﹤0.01%	3006
2022 Q4	$325K	Sell	14,551 -403	-3%	-$9.08K	﹤0.01%	2808
2022 Q3	$310K	Sell	14,954 -1,769	-11%	-$43K	﹤0.01%	2799
2022 Q2	$388K	Buy	16,723 +497	+3%	+$11.8K	﹤0.01%	2611
2022 Q1	$444K	Sell	16,226 -692	-4%	-$19.5K	﹤0.01%	2621
2021 Q4	$602K	Buy	16,918 +222	+1%	+$8.32K	﹤0.01%	2369
2021 Q3	$684K	Sell	16,696 -1,012	-6%	-$42.7K	﹤0.01%	2233
2021 Q2	$708K	Sell	17,708 -3,431	-16%	-$128K	﹤0.01%	2189
2021 Q1	$750K	Buy	21,139 +3,480	+20%	+$130K	﹤0.01%	2023
2020 Q4	$549K	Buy	17,659 +2,006	+13%	+$61.1K	﹤0.01%	2096
2020 Q3	$432K	Buy	+15,653	New	+$460K	﹤0.01%	2068

Other funds holding GERM

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commonwealth Equity Services's GERM Position: Q4 2023 in Review

Commonwealth Equity Services sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q4 2023, closing a stake of 10,180 shares — an estimated $182K sold.

Commonwealth Equity Services first reported a position in GERM in Q3 2020 and held it in 13 quarters. The position peaked at $750K in Q1 2021. 14 funds tracked by Wall St. Rank hold GERM as of Q4 2023.

Commonwealth Equity Services reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q4 2023 after selling out during the quarter.
Commonwealth Equity Services sold 10,180 Amplify Treatments, Testing and Advancements ETF shares in Q4 2023, an estimated $182K.
Commonwealth Equity Services first reported a position in Amplify Treatments, Testing and Advancements ETF in Q3 2020 and held it in 13 quarters.
Commonwealth Equity Services's Amplify Treatments, Testing and Advancements ETF position peaked at $750K in Q1 2021.
14 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.