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

Sugarloaf 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
2024 Q1	–	Sell	-30	Closed	-$584	–	679
2023 Q4	$584	Hold	30	–	–	﹤0.01%	641
2023 Q3	$505	Hold	30	–	–	﹤0.01%	643
2023 Q2	$511	Hold	30	–	–	﹤0.01%	654
2023 Q1	$520	Hold	30	–	–	﹤0.01%	657
2022 Q4	$495	Hold	30	–	–	﹤0.01%	732
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	739
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	725
2022 Q1	$1K	Sell	30 -30	-50%	-$704	﹤0.01%	666
2021 Q4	$1K	Hold	60	–	–	﹤0.01%	700
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	679
2021 Q2	$2K	Sell	60 -2,165	-97%	-$65.7K	﹤0.01%	669
2021 Q1	$2K	Buy	+2,225	New	+$65.9K	﹤0.01%	665

Other funds holding AWAY

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sugarloaf Wealth Management's AWAY Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Amplify Travel Tech ETF (AWAY) in Q1 2024, closing a stake of 30 shares — an estimated $584 sold.

Sugarloaf Wealth Management first reported a position in AWAY in Q1 2021 and held it in 12 quarters. The position peaked at $2K in Q3 2021. 23 funds tracked by Wall St. Rank hold AWAY as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Amplify Travel Tech ETF position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 30 Amplify Travel Tech ETF shares in Q1 2024, an estimated $584.
Sugarloaf Wealth Management first reported a position in Amplify Travel Tech ETF in Q1 2021 and held it in 12 quarters.
Sugarloaf Wealth Management's Amplify Travel Tech ETF position peaked at $2K in Q3 2021.
23 funds tracked by Wall St. Rank held Amplify Travel Tech ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.