AWM
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Activest Wealth Management’s Amplify Online Retail ETF IBUY Stock Holding History

Activest Wealth Management’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
2022
Q2 		– Sell
-21
Closed -$1K – 380
2022
Q1 		$1K Hold
21
– – ﹤0.01% 318
2021
Q4 		$2K Sell
21
-5
-19% -$513 ﹤0.01% 296
2021
Q3 		$3K Hold
26
– – ﹤0.01% 313
2021
Q2 		$3K Buy
26
+5
+24% +$616 ﹤0.01% 281
2021
Q1 		$2K Buy
+21
New +$2.69K ﹤0.01% 270

Other funds holding IBUY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Activest Wealth Management's IBUY Position: Q2 2022 in Review

Activest Wealth Management sold out of Amplify Online Retail ETF (IBUY) in Q2 2022, closing a stake of 21 shares — an estimated $1K sold.

Activest Wealth Management first reported a position in IBUY in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 87 funds tracked by Wall St. Rank hold IBUY as of Q2 2022.

  • Activest Wealth Management reported no remaining Amplify Online Retail ETF position as of Q2 2022 after selling out during the quarter.
  • Activest Wealth Management sold 21 Amplify Online Retail ETF shares in Q2 2022, an estimated $1K.
  • Activest Wealth Management first reported a position in Amplify Online Retail ETF in Q1 2021 and held it in 5 quarters.
  • Activest Wealth Management's Amplify Online Retail ETF position peaked at $3K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2022.

Based on Activest Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.