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1834 Investment Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

1834 Investment Advisors’s Portfolio IBUY Stock Details IBUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-76
Closed -$10K – 498
2021
Q2 		$10K Buy
+76
New +$9.36K ﹤0.01% 419
2021
Q1 		– Sell
-78
Closed -$9K – 474
2020
Q4 		$9K Buy
+78
New +$7.93K ﹤0.01% 375

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1834 Investment Advisors's IBUY Position: Q3 2021 in Review

1834 Investment Advisors sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 76 shares — an estimated $10K sold.

1834 Investment Advisors first reported a position in IBUY in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

  • 1834 Investment Advisors reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 76 Amplify Online Retail ETF shares in Q3 2021, an estimated $10K.
  • 1834 Investment Advisors first reported a position in Amplify Online Retail ETF in Q4 2020 and held it in 2 quarters.
  • 1834 Investment Advisors's Amplify Online Retail ETF position peaked at $10K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.