Belpointe Asset Management
IBUY icon

Belpointe Asset Management’s Amplify Online Retail ETF IBUY Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-3,136
Closed -$139K – 1841
2023
Q1 		$139K Sell
3,136
-5,423
-63% -$243K 0.01% 1124
2022
Q4 		$334K Buy
8,559
+3,557
+71% +$145K 0.02% 689
2022
Q3 		$197K Buy
+5,002
New +$231K 0.01% 842
2022
Q2 		– Sell
-1,621
Closed -$106K – 1194
2022
Q1 		$106K Sell
1,621
-589
-27% -$41.9K 0.01% 1188
2021
Q4 		$195K Buy
2,210
+32
+1% +$3.28K 0.01% 907
2021
Q3 		$238K Sell
2,178
-309
-12% -$36.6K 0.02% 788
2021
Q2 		$322K Sell
2,487
-247
-9% -$30.4K 0.02% 647
2021
Q1 		$340K Buy
2,734
+838
+44% +$107K 0.03% 551
2020
Q4 		$217K Sell
1,896
-304
-14% -$30.9K 0.02% 672
2020
Q3 		$194K Buy
+2,200
New +$187K 0.02% 563

Other funds holding IBUY

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Synergy Asset Management
Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return
SFI Advisors
SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Belpointe Asset Management's IBUY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Amplify Online Retail ETF (IBUY) in Q2 2023, closing a stake of 3,136 shares — an estimated $139K sold.

Belpointe Asset Management first reported a position in IBUY in Q3 2020 and held it in 10 quarters. The position peaked at $340K in Q1 2021. 69 funds tracked by Wall St. Rank hold IBUY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Amplify Online Retail ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,136 Amplify Online Retail ETF shares in Q2 2023, an estimated $139K.
  • Belpointe Asset Management first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 10 quarters.
  • Belpointe Asset Management's Amplify Online Retail ETF position peaked at $340K in Q1 2021.
  • 69 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.