Blue Bell Private Wealth Management’s Amplify Online Retail ETF IBUY Stock Holding History

Blue Bell Private 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
2026 Q2	$48.7K	Hold	705	–	–	0.01%	426
2026 Q1	$44.1K	Hold	705	–	–	0.01%	425
2025 Q4	$52.5K	Hold	705	–	–	0.01%	406
2025 Q3	$53.7K	Hold	705	–	–	0.01%	394
2025 Q2	$48.7K	Hold	705	–	–	0.01%	392
2025 Q1	$42.4K	Hold	705	–	–	0.01%	395
2024 Q4	$45.6K	Hold	705	–	–	0.01%	368
2024 Q3	$43K	Hold	705	–	–	0.01%	380
2024 Q2	$38.8K	Hold	705	–	–	0.01%	383
2024 Q1	$40.9K	Sell	705 -200	-22%	-$10.7K	0.01%	377
2023 Q4	$48.7K	Hold	905	–	–	0.01%	324
2023 Q3	$40.1K	Hold	905	–	–	0.01%	282
2023 Q2	$41.8K	Hold	905	–	–	0.01%	274
2023 Q1	$40K	Hold	905	–	–	0.01%	247
2022 Q4	$35.3K	Sell	905 -95	-10%	-$3.87K	0.01%	243
2022 Q3	$40K	Sell	1,000 -104	-9%	-$4.81K	0.01%	225
2022 Q2	$46K	Hold	1,104	–	–	0.02%	220
2022 Q1	$73K	Buy	1,104 +104	+10%	+$7.39K	0.02%	189
2021 Q4	$88K	Buy	1,000 +700	+233%	+$71.9K	0.02%	170
2021 Q3	$33K	Sell	300 -700	-70%	-$82.8K	0.01%	113
2021 Q2	$130K	Hold	1,000	–	–	0.04%	88
2021 Q1	$124K	Hold	1,000	–	–	0.04%	93
2020 Q4	$110K	Hold	1,000	–	–	0.04%	83
2020 Q3	$88K	Hold	1,000	–	–	0.04%	91
2020 Q2	$70K	Hold	1,000	–	–	0.03%	89
2020 Q1	$42K	Hold	1,000	–	–	0.02%	102
2019 Q4	$51K	Hold	1,000	–	–	0.02%	108
2019 Q3	$47K	Hold	1,000	–	–	0.02%	106
2019 Q2	$49K	Hold	1,000	–	–	0.02%	106
2019 Q1	$49K	Hold	1,000	–	–	0.02%	108
2018 Q4	$40K	Hold	1,000	–	–	0.02%	111
2018 Q3	$52K	Hold	1,000	–	–	0.02%	116
2018 Q2	$51K	Hold	1,000	–	–	0.02%	114
2018 Q1	$45K	Hold	1,000	–	–	0.02%	131
2017 Q4	$40K	Sell	1,000 -100	-9%	-$3.81K	0.02%	130
2017 Q3	$40K	Buy	+1,100	New	+$39.9K	0.02%	132

Other funds holding IBUY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Bell Private Wealth Management's IBUY Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Amplify Online Retail ETF (IBUY) position steady in Q2 2026 at 705 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #426.

Blue Bell Private Wealth Management first reported a position in IBUY in Q3 2017 and has held it in 36 quarters since. The position peaked at $130K in Q2 2021. 40 funds tracked by Wall St. Rank hold IBUY as of Q2 2026.

Blue Bell Private Wealth Management held 705 shares of Amplify Online Retail ETF worth $48.7K as of Q2 2026.
Blue Bell Private Wealth Management left its Amplify Online Retail ETF share count unchanged in Q2 2026.
Amplify Online Retail ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #426 holding.
Blue Bell Private Wealth Management first reported a position in Amplify Online Retail ETF in Q3 2017 and has held it in 36 quarters since.
Blue Bell Private Wealth Management's Amplify Online Retail ETF position peaked at $130K in Q2 2021.
40 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.