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 – 2937
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $4.7B AUM 25.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Sowell Financial Services's GERM Position: Q2 2021 in Review

Sowell Financial Services sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q2 2021, closing a stake of 2,260 shares — an estimated $80K sold.

Sowell Financial Services first reported a position in GERM in Q2 2020 and held it in 4 quarters. The position peaked at $80K in Q1 2021. 25 funds tracked by Wall St. Rank hold GERM as of Q2 2021.

  • Sowell Financial Services reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,260 Amplify Treatments, Testing and Advancements ETF shares in Q2 2021, an estimated $80K.
  • Sowell Financial Services first reported a position in Amplify Treatments, Testing and Advancements ETF in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Amplify Treatments, Testing and Advancements ETF position peaked at $80K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.