Patriot Financial Group Insurance Agency’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-203	Closed	-$5K	–	2054
2022 Q2	$5K	Buy	203 +1	+0.5%	+$24	﹤0.01%	1517
2022 Q1	$6K	Hold	202	–	–	﹤0.01%	1572
2021 Q4	$7K	Hold	202	–	–	﹤0.01%	1631
2021 Q3	$8K	Hold	202	–	–	﹤0.01%	1578
2021 Q2	$8K	Hold	202	–	–	﹤0.01%	1534
2021 Q1	$7K	Hold	202	–	–	﹤0.01%	1485
2020 Q4	$6K	Buy	+202	New	+$6.15K	﹤0.01%	1402

Other funds holding GERM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GERM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q3 2022, closing a stake of 203 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in GERM in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 22 funds tracked by Wall St. Rank hold GERM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 203 Amplify Treatments, Testing and Advancements ETF shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Amplify Treatments, Testing and Advancements ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Amplify Treatments, Testing and Advancements ETF position peaked at $8K in Q3 2021.
22 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.