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Calton & Associates’s Amplify Online Retail ETF IBUY Stock Holding History

Calton & Associates’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
Q2 		– Sell
-3,171
Closed -$208K – 293
2022
Q1 		$208K Sell
3,171
-35
-1% -$2.49K 0.06% 324
2021
Q4 		$282K Buy
3,206
+54
+2% +$5.54K 0.08% 274
2021
Q3 		$344K Buy
3,152
+160
+5% +$18.9K 0.08% 270
2021
Q2 		$388K Buy
2,992
+335
+13% +$41.3K 0.07% 240
2021
Q1 		$330K Sell
2,657
-65
-2% -$8.33K 0.06% 259
2020
Q4 		$311K Sell
2,722
-131
-5% -$13.3K 0.06% 257
2020
Q3 		$252K Buy
+2,853
New +$243K 0.05% 269
2020
Q2 		– Sell
-6,274
Closed -$260K – 343
2020
Q1 		$260K Sell
6,274
-472
-7% -$23.2K 0.06% 230
2019
Q4 		$346K Sell
6,746
-1,242
-16% -$60.5K 0.07% 229
2019
Q3 		$374K Buy
7,988
+683
+9% +$33.7K 0.08% 196
2019
Q2 		$360K Sell
7,305
-102
-1% -$4.98K 0.1% 173
2019
Q1 		$363K Buy
7,407
+1,172
+19% +$54.8K 0.11% 166
2018
Q4 		$250K Sell
6,235
-303
-5% -$13.3K 0.09% 190
2018
Q3 		$340K Buy
6,538
+1,460
+29% +$76.6K 0.1% 175
2018
Q2 		$263K Buy
+5,078
New +$241K 0.08% 214

Other funds holding IBUY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Calton & Associates's IBUY Position: Q2 2022 in Review

Calton & Associates sold out of Amplify Online Retail ETF (IBUY) in Q2 2022, closing a stake of 3,171 shares — an estimated $208K sold.

Calton & Associates first reported a position in IBUY in Q2 2018 and held it in 15 quarters. The position peaked at $388K in Q2 2021. 87 funds tracked by Wall St. Rank hold IBUY as of Q2 2022.

  • Calton & Associates reported no remaining Amplify Online Retail ETF position as of Q2 2022 after selling out during the quarter.
  • Calton & Associates sold 3,171 Amplify Online Retail ETF shares in Q2 2022, an estimated $208K.
  • Calton & Associates first reported a position in Amplify Online Retail ETF in Q2 2018 and held it in 15 quarters.
  • Calton & Associates's Amplify Online Retail ETF position peaked at $388K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2022.

Based on Calton & Associates's 13F filing for Q2 2022, filed 12 Jul 2022.