Lee Financial’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History

Lee Financial’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	-114	Closed	-$2.04K	–	939
2023 Q3	$2.04K	Hold	114	–	–	﹤0.01%	678
2023 Q2	$2.35K	Hold	114	–	–	﹤0.01%	633
2023 Q1	$2.33K	Hold	114	–	–	﹤0.01%	643
2022 Q4	$2.55K	Hold	114	–	–	﹤0.01%	652
2022 Q3	$2K	Hold	114	–	–	﹤0.01%	725
2022 Q2	$3K	Hold	114	–	–	﹤0.01%	653
2022 Q1	$3K	Sell	114 -1,060	-90%	-$29.9K	﹤0.01%	606
2021 Q4	$42K	Hold	1,174	–	–	0.01%	273
2021 Q3	$48K	Buy	+1,174	New	+$49.5K	0.01%	229

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

Lee Financial's GERM Position: Q4 2023 in Review

Lee Financial sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q4 2023, closing a stake of 114 shares — an estimated $2.04K sold.

Lee Financial first reported a position in GERM in Q3 2021 and held it in 9 quarters. The position peaked at $48K in Q3 2021. 14 funds tracked by Wall St. Rank hold GERM as of Q4 2023.

Lee Financial reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 114 Amplify Treatments, Testing and Advancements ETF shares in Q4 2023, an estimated $2.04K.
Lee Financial first reported a position in Amplify Treatments, Testing and Advancements ETF in Q3 2021 and held it in 9 quarters.
Lee Financial's Amplify Treatments, Testing and Advancements ETF position peaked at $48K in Q3 2021.
14 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.