Atria Investments’s Amplify Online Retail ETF IBUY Stock Holding History

Atria Investments’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	-14,642	Closed	-$1.9M	–	805
2021 Q2	$1.9M	Buy	14,642 +1,373	+10%	+$169K	0.04%	523
2021 Q1	$1.65M	Buy	13,269 +614	+5%	+$78.7K	0.04%	528
2020 Q4	$1.45M	Sell	12,655 -1,793	-12%	-$182K	0.03%	528
2020 Q3	$1.27M	Buy	+14,448	New	+$1.23M	0.04%	483
2019 Q2	–	Sell	-51,271	Closed	-$1.42M	–	1024
2019 Q1	$1.42M	Buy	+51,271	New	+$2.4M	0.06%	269
2018 Q4	–	Sell	-4,370	Closed	-$227K	–	941
2018 Q3	$227K	Buy	+4,370	New	+$229K	0.01%	885

Other funds holding IBUY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $712M AUM 25.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's IBUY Position: Q3 2021 in Review

Atria Investments sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 14,642 shares — an estimated $1.9M sold.

Atria Investments first reported a position in IBUY in Q3 2018 and held it in 6 quarters. The position peaked at $1.9M in Q2 2021. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

Atria Investments reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
Atria Investments sold 14,642 Amplify Online Retail ETF shares in Q3 2021, an estimated $1.9M.
Atria Investments first reported a position in Amplify Online Retail ETF in Q3 2018 and held it in 6 quarters.
Atria Investments's Amplify Online Retail ETF position peaked at $1.9M in Q2 2021.
132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on Atria Investments's 13F filing for Q3 2021, filed 16 Nov 2021.