Granite Bay Wealth Management’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History

Granite Bay Wealth 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
2024 Q1	–	Sell	-208,415	Closed	-$3.63M	–	307
2023 Q4	$3.63M	Sell	208,415 -23,675	-10%	-$413K	0.03%	128
2023 Q3	$4.55M	Buy	+232,090	New	+$4.53M	0.04%	119
2023 Q2	–	Sell	-12,730	Closed	-$260K	–	79
2023 Q1	$260K	Sell	12,730 -500	-4%	-$11.2K	0.18%	58
2022 Q4	$296K	Sell	13,230 -583	-4%	-$13.1K	0.19%	50
2022 Q3	$286K	Hold	13,813	–	–	0.23%	44
2022 Q2	$321K	Hold	13,813	–	–	0.25%	39
2022 Q1	$378K	Sell	13,813 -11,150	-45%	-$314K	0.31%	41
2021 Q4	$889K	Buy	+24,963	New	+$936K	0.88%	25

Other funds holding GERM

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Granite Bay Wealth Management's GERM Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q1 2024, closing a stake of 208,415 shares — an estimated $3.63M sold.

Granite Bay Wealth Management first reported a position in GERM in Q4 2021 and held it in 8 quarters. The position peaked at $4.55M in Q3 2023. 11 funds tracked by Wall St. Rank hold GERM as of Q1 2024.

Granite Bay Wealth Management reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 208,415 Amplify Treatments, Testing and Advancements ETF shares in Q1 2024, an estimated $3.63M.
Granite Bay Wealth Management first reported a position in Amplify Treatments, Testing and Advancements ETF in Q4 2021 and held it in 8 quarters.
Granite Bay Wealth Management's Amplify Treatments, Testing and Advancements ETF position peaked at $4.55M in Q3 2023.
11 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.