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Arkadios Wealth Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

Arkadios Wealth 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
Q4 		– Sell
-295
Closed -$32K – 1124
2021
Q3 		$32K Sell
295
-50
-14% -$5.92K ﹤0.01% 1046
2021
Q2 		$44K Buy
345
+265
+331% +$32.6K 0.01% 968
2021
Q1 		$9K Buy
+80
New +$10.3K ﹤0.01% 1221

Other funds holding IBUY

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's IBUY Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Amplify Online Retail ETF (IBUY) in Q4 2021, closing a stake of 295 shares — an estimated $32K sold.

Arkadios Wealth Advisors first reported a position in IBUY in Q1 2021 and held it in 3 quarters. The position peaked at $44K in Q2 2021. 124 funds tracked by Wall St. Rank hold IBUY as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Amplify Online Retail ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 295 Amplify Online Retail ETF shares in Q4 2021, an estimated $32K.
  • Arkadios Wealth Advisors first reported a position in Amplify Online Retail ETF in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Amplify Online Retail ETF position peaked at $44K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.