Spire Wealth Management
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Spire Wealth Management’s Amplify Travel Tech ETF AWAY Stock Holding History

Spire Wealth Management’s Portfolio AWAY Stock Details AWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-36
Closed -$1K – 2195
2022
Q2 		$1K Buy
+36
New +$743 ﹤0.01% 2461
2022
Q1 		– Sell
-35,705
Closed -$870K – 2528
2021
Q4 		$870K Buy
35,705
+35,587
+30,158% +$939K 0.02% 510
2021
Q3 		$3K Buy
+118
New +$3.22K ﹤0.01% 2373
2021
Q2 		– Sell
-29,449
Closed -$913K – 2599
2021
Q1 		$913K Buy
+29,449
New +$872K 0.02% 471

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LPL Financial
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
Cowen and Company
Cowen and Company New York $2.97B AUM 105.25% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spire Wealth Management's AWAY Position: Q3 2022 in Review

Spire Wealth Management sold out of Amplify Travel Tech ETF (AWAY) in Q3 2022, closing a stake of 36 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in AWAY in Q1 2021 and held it in 4 quarters. The position peaked at $913K in Q1 2021. 50 funds tracked by Wall St. Rank hold AWAY as of Q3 2022.

  • Spire Wealth Management reported no remaining Amplify Travel Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 36 Amplify Travel Tech ETF shares in Q3 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Amplify Travel Tech ETF in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Amplify Travel Tech ETF position peaked at $913K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held Amplify Travel Tech ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.