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

Avaii 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
-5,671
Closed -$373K – 109
2022
Q1 		$373K Sell
5,671
-98
-2% -$6.97K 0.34% 59
2021
Q4 		$508K Buy
+5,769
New +$592K 0.51% 38

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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

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

Avaii Wealth Management sold out of Amplify Online Retail ETF (IBUY) in Q2 2022, closing a stake of 5,671 shares — an estimated $373K sold.

Avaii Wealth Management first reported a position in IBUY in Q4 2021 and held it in 2 quarters. The position peaked at $508K in Q4 2021. 87 funds tracked by Wall St. Rank hold IBUY as of Q2 2022.

  • Avaii Wealth Management reported no remaining Amplify Online Retail ETF position as of Q2 2022 after selling out during the quarter.
  • Avaii Wealth Management sold 5,671 Amplify Online Retail ETF shares in Q2 2022, an estimated $373K.
  • Avaii Wealth Management first reported a position in Amplify Online Retail ETF in Q4 2021 and held it in 2 quarters.
  • Avaii Wealth Management's Amplify Online Retail ETF position peaked at $508K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2022.

Based on Avaii Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.