IWM
GERM

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

IHT 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
2022
Q4 		– Sell
-11,433
Closed -$237K – 951
2022
Q3 		$237K Buy
11,433
+240
+2% +$5.84K 0.02% 710
2022
Q2 		$260K Sell
11,193
-525
-4% -$12.5K 0.02% 575
2022
Q1 		$321K Sell
11,718
-245
-2% -$6.9K 0.02% 546
2021
Q4 		$426K Buy
11,963
+1,370
+13% +$51.4K 0.03% 484
2021
Q3 		$434K Sell
10,593
-1,270
-11% -$53.6K 0.04% 474
2021
Q2 		$475K Buy
+11,863
New +$443K 0.03% 549

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Citadel Advisors
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Commonwealth Equity Services
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GBWM
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Jane Street
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return