Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
GERM
Sowell Financial Services’s
Amplify Treatments, Testing and Advancements ETF
GERM
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-2,260
Closed
-$80K
–
2943
2021
Q1
$80K
Buy
2,260
+235
+12%
+$8.81K
﹤0.01%
1474
2020
Q4
$63K
Buy
2,025
+9
+0.4%
+$274
﹤0.01%
1315
2020
Q3
$56K
Buy
2,016
+336
+20%
+$9.88K
﹤0.01%
1170
2020
Q2
$48K
Buy
+1,680
New
+$45.4K
﹤0.01%
1171
Other funds holding GERM
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
G
Gainplan
Bloomfield Hills, Michigan
$254M AUM
25.62%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
1-Year Est. Return
APA
American Portfolios Advisors
Holbrook, New York
$2.36B AUM
14.59%
1-Year Est. Return
IWM
IHT Wealth Management
Chicago, Illinois
$4.25B AUM
21.02%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Belvedere Trading
Chicago, Illinois
$750M AUM
52.68%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close