Brendel Financial Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

Brendel Financial Advisors’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
2021 Q3	–	Sell	-548	Closed	-$71K	–	166
2021 Q2	$71K	Sell	548 -41,404	-99%	-$5.1M	0.04%	145
2021 Q1	$5.21M	Sell	41,952 -11,079	-21%	-$1.42M	3.49%	3
2020 Q4	$6.06M	Buy	53,031 +1,385	+3%	+$141K	4.12%	3
2020 Q3	$4.56M	Sell	51,646 -174	-0.3%	-$14.8K	3.65%	3
2020 Q2	$3.64M	Buy	+51,820	New	+$3.05M	3.14%	3

Other funds holding IBUY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brendel Financial Advisors's IBUY Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 548 shares — an estimated $71K sold.

Brendel Financial Advisors first reported a position in IBUY in Q2 2020 and held it in 5 quarters. The position peaked at $6.06M in Q4 2020. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

Brendel Financial Advisors reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
Brendel Financial Advisors sold 548 Amplify Online Retail ETF shares in Q3 2021, an estimated $71K.
Brendel Financial Advisors first reported a position in Amplify Online Retail ETF in Q2 2020 and held it in 5 quarters.
Brendel Financial Advisors's Amplify Online Retail ETF position peaked at $6.06M in Q4 2020.
132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.