Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HEXO
Hexo Corp.

Healthcare
Q1 2022 Filed on May 09, 2022
240
$0.48 - $0.74 $115 - $178
HPE
Hewlett Packard Enterprise CO

Technology
Q1 2022 Filed on May 09, 2022
471
$15.41 - $17.64 $7.26K - $8.31K
GRPN
Groupon, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
10
$17.0 - $30.54 $170 - $305
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 09, 2022
1,485
$26.09 - $33.45 $38.7K - $49.7K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q1 2022 Filed on May 09, 2022
490
$41.19 - $56.08 $20.2K - $27.5K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q1 2022 Filed on May 09, 2022
826
$33.66 - $41.37 $27.8K - $34.2K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on May 09, 2022
817
$87.3 - $110.53 $71.3K - $90.3K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2022 Filed on May 09, 2022
627
$67.21 - $80.45 $42.1K - $50.4K
MCHI
Ishares Msci China ETF

ETFs
Q1 2022 Filed on May 09, 2022
12
$45.23 - $65.18 $543 - $782
BKF
Ishares Mcsi Bic ETF

ETFs
Q1 2022 Filed on May 09, 2022
30
$33.71 - $46.55 $1.01K - $1.4K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q1 2022 Filed on May 09, 2022
35
$150.89 - $174.82 $5.28K - $6.12K
ILF
Ishares Latin America 40 ETF

ETFs
Q1 2022 Filed on May 09, 2022
49
$22.84 - $30.39 $1.12K - $1.49K
IDV
Ishares Tr

ETFs
Q1 2022 Filed on May 09, 2022
350
$29.99 - $33.33 $10.5K - $11.7K
IGBH
Ishares Interest Rate Hedged L

ETFs
Q1 2022 Filed on May 09, 2022
156
$22.87 - $24.95 $3.57K - $3.89K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q1 2022 Filed on May 09, 2022
11
$90.25 - $95.84 $993 - $1.05K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on May 09, 2022
2,546
$41.54 - $50.85 $106K - $129K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2022 Filed on May 09, 2022
149
$97.08 - $107.22 $14.5K - $16K
ICLN
Ishares

ETFs
Q1 2022 Filed on May 09, 2022
4,790
$17.57 - $21.52 $84.2K - $103K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2022 Filed on May 09, 2022
112
$234.1 - $296.68 $26.2K - $33.2K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
Q1 2022 Filed on May 09, 2022
1,145
$27.36 - $39.13 $31.3K - $44.8K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2022 Filed on May 09, 2022
222
$44.22 - $52.9 $9.82K - $11.7K
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2022 Filed on May 09, 2022
17
$58.18 - $67.99 $989 - $1.16K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
Q1 2022 Filed on May 09, 2022
778
$67.79 - $78.9 $52.7K - $61.4K
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q1 2022 Filed on May 09, 2022
88
$33.72 - $39.59 $2.97K - $3.48K
INDA
Ishares Msci India Index Fund

ETFs
Q1 2022 Filed on May 09, 2022
90
$40.18 - $48.5 $3.62K - $4.37K
EWG
Ishares Msci Germany ETF

ETFs
Q1 2022 Filed on May 09, 2022
2,500
$24.85 - $33.51 $62.1K - $83.8K
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
Q1 2022 Filed on May 09, 2022
2,700
$25.45 - $25.93 $68.7K - $70K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q1 2022 Filed on May 09, 2022
2,700
$25.89 - $26.07 $69.9K - $70.4K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q1 2022 Filed on May 09, 2022
196
N/A
IRDM
Iridium Communications Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
85
$32.04 - $41.58 $2.72K - $3.53K
IQV
Iqvia Holdings Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
160
$210.56 - $273.58 $33.7K - $43.8K
IPGP
Ipg Photonics Corp

Technology
Q1 2022 Filed on May 09, 2022
382
$105.2 - $174.56 $40.2K - $66.7K
VXX
Barclays Bank PLC

ETFs
Q1 2022 Filed on May 09, 2022
8,050
$17.63 - $28.81 $142K - $232K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on May 09, 2022
300
$29.88 - $37.04 $8.96K - $11.1K
NVTA
Invitae Corp

Healthcare
Q1 2022 Filed on May 09, 2022
388
$6.28 - $15.59 $2.44K - $6.05K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 09, 2022
0
$50.93 - $72.96 $0 - $0
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 09, 2022
918
$49.6 - $59.81 $45.5K - $54.9K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2022 Filed on May 09, 2022
3,000
$49.8 - $50.28 $149K - $151K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2022 Filed on May 09, 2022
1,050
$29.41 - $32.55 $30.9K - $34.2K
IRM
Iron Mountain Inc

Real Estate
Q1 2022 Filed on May 09, 2022
50
$42.24 - $55.46 $2.11K - $2.77K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on May 09, 2022
100
$10.61 - $12.88 $1.06K - $1.29K
MXI
Ishares Global Materials ETF

ETFs
Q1 2022 Filed on May 09, 2022
12
$86.07 - $94.71 $1.03K - $1.14K
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2022 Filed on May 09, 2022
6
$80.95 - $89.4 $486 - $536
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on May 09, 2022
88
$302.28 - $393.09 $26.6K - $34.6K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q1 2022 Filed on May 09, 2022
1,897
$24.54 - $25.63 $46.6K - $48.6K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2022 Filed on May 09, 2022
649
$30.88 - $35.96 $20K - $23.3K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2022 Filed on May 09, 2022
8
$37.82 - $41.16 $303 - $329
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 09, 2022
542
$119.6 - $152.37 $64.8K - $82.6K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 09, 2022
1,495
$106.08 - $113.93 $159K - $170K
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