KIG
MVPS

Kowal Investment Group’s Amplify Thematic All-Stars ETF MVPS Stock Holding History

Kowal Investment Group’s Portfolio MVPS Stock Details MVPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-127
Closed -$3K – 988
2021
Q3 		$3K Buy
+127
New +$3.29K ﹤0.01% 766

Other funds holding MVPS

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kowal Investment Group's MVPS Position: Q4 2021 in Review

Kowal Investment Group sold out of Amplify Thematic All-Stars ETF (MVPS) in Q4 2021, closing a stake of 127 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in MVPS in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 12 funds tracked by Wall St. Rank hold MVPS as of Q4 2021.

  • Kowal Investment Group reported no remaining Amplify Thematic All-Stars ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 127 Amplify Thematic All-Stars ETF shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in Amplify Thematic All-Stars ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Amplify Thematic All-Stars ETF position peaked at $3K in Q3 2021.
  • 12 funds tracked by Wall St. Rank held Amplify Thematic All-Stars ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.