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

BerganKDV 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
Q4 		– Sell
-120
Closed -$5K – 1072
2022
Q3 		$5K Buy
+120
New +$5.55K ﹤0.01% 681

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SA
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Royal Bank of Canada
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AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BerganKDV Wealth Management's IBUY Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Amplify Online Retail ETF (IBUY) in Q4 2022, closing a stake of 120 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in IBUY in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 79 funds tracked by Wall St. Rank hold IBUY as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Amplify Online Retail ETF position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 120 Amplify Online Retail ETF shares in Q4 2022, an estimated $5K.
  • BerganKDV Wealth Management first reported a position in Amplify Online Retail ETF in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Amplify Online Retail ETF position peaked at $5K in Q3 2022.
  • 79 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.