Avantax Advisory Services
IBUY icon

Avantax Advisory Services’s Amplify Online Retail ETF IBUY Stock Holding History

Avantax Advisory Services’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
2025
Q1 		– Sell
-3,094
Closed -$200K – 2281
2024
Q4 		$200K Sell
3,094
-1,145
-27% -$73.9K ﹤0.01% 2054
2024
Q3 		$259K Sell
4,239
-3,754
-47% -$209K ﹤0.01% 1862
2024
Q2 		$440K Sell
7,993
-1,938
-20% -$107K ﹤0.01% 1445
2024
Q1 		$577K Sell
9,931
-6,179
-38% -$332K 0.01% 971
2023
Q4 		$867K Sell
16,110
-1,140
-7% -$53.5K 0.01% 769
2023
Q3 		$764K Sell
17,250
-805
-4% -$38.6K 0.01% 778
2023
Q2 		$835K Sell
18,055
-412
-2% -$17.6K 0.01% 747
2023
Q1 		$816K Sell
18,467
-1,952
-10% -$87.4K 0.01% 731
2022
Q4 		$796K Sell
20,419
-1,960
-9% -$79.9K 0.01% 703
2022
Q3 		$885K Sell
22,379
-98
-0.4% -$4.54K 0.01% 597
2022
Q2 		$942K Sell
22,477
-14,708
-40% -$752K 0.01% 563
2022
Q1 		$2.44M Sell
37,185
-279
-0.7% -$19.8K 0.03% 334
2021
Q4 		$3.3M Buy
37,464
+1,739
+5% +$179K 0.05% 270
2021
Q3 		$3.89M Buy
35,725
+1,528
+4% +$181K 0.06% 217
2021
Q2 		$4.43M Buy
+34,197
New +$4.21M 0.08% 186
2020
Q4 		– Sell
-4,550
Closed -$400K – 1121
2020
Q3 		$400K Buy
+4,550
New +$387K 0.01% 891

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFI Advisors
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Advisory Services's IBUY Position: Q1 2025 in Review

Avantax Advisory Services sold out of Amplify Online Retail ETF (IBUY) in Q1 2025, closing a stake of 3,094 shares — an estimated $200K sold.

Avantax Advisory Services first reported a position in IBUY in Q3 2020 and held it in 16 quarters. The position peaked at $4.43M in Q2 2021. 56 funds tracked by Wall St. Rank hold IBUY as of Q1 2025.

  • Avantax Advisory Services reported no remaining Amplify Online Retail ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 3,094 Amplify Online Retail ETF shares in Q1 2025, an estimated $200K.
  • Avantax Advisory Services first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 16 quarters.
  • Avantax Advisory Services's Amplify Online Retail ETF position peaked at $4.43M in Q2 2021.
  • 56 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.