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
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Granite Bay Wealth Management's GERM Position: Q2 2023 in Review

Granite Bay Wealth Management sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q2 2023, closing a stake of 12,730 shares — an estimated $260K sold.

Granite Bay Wealth Management first reported a position in GERM in Q4 2021 and held it in 6 quarters. The position peaked at $889K in Q4 2021. 17 funds tracked by Wall St. Rank hold GERM as of Q2 2023.

Granite Bay Wealth Management reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q2 2023 after selling out during the quarter.
Granite Bay Wealth Management sold 12,730 Amplify Treatments, Testing and Advancements ETF shares in Q2 2023, an estimated $260K.
Granite Bay Wealth Management first reported a position in Amplify Treatments, Testing and Advancements ETF in Q4 2021 and held it in 6 quarters.
Granite Bay Wealth Management's Amplify Treatments, Testing and Advancements ETF position peaked at $889K in Q4 2021.
17 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.