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Capital Analysts LLC’s Amplify Online Retail ETF IBUY Stock Holding History

Capital Analysts LLC’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
2025
Q2 		– Sell
-33
Closed -$2K – 1404
2025
Q1 		$2K Sell
33
-60
-65% -$3.96K ﹤0.01% 1306
2024
Q4 		$6K Sell
93
-382
-80% -$24.7K ﹤0.01% 1135
2024
Q3 		$29K Sell
475
-203
-30% -$11.3K ﹤0.01% 833
2024
Q2 		$37K Sell
678
-487
-42% -$26.9K ﹤0.01% 764
2024
Q1 		$68K Sell
1,165
-45
-4% -$2.42K ﹤0.01% 601
2023
Q4 		$65K Buy
1,210
+286
+31% +$13.4K ﹤0.01% 601
2023
Q3 		$41K Buy
+924
New +$44.3K ﹤0.01% 651
2021
Q4 		– Sell
-40
Closed -$4K – 1011
2021
Q3 		$4K Hold
40
– – ﹤0.01% 877
2021
Q2 		$5K Hold
40
– – ﹤0.01% 812
2021
Q1 		$5K Buy
+40
New +$5.13K ﹤0.01% 870

Other funds holding IBUY

SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Analysts LLC's IBUY Position: Q2 2025 in Review

Capital Analysts LLC sold out of Amplify Online Retail ETF (IBUY) in Q2 2025, closing a stake of 33 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in IBUY in Q1 2021 and held it in 10 quarters. The position peaked at $68K in Q1 2024. 51 funds tracked by Wall St. Rank hold IBUY as of Q2 2025.

  • Capital Analysts LLC reported no remaining Amplify Online Retail ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 33 Amplify Online Retail ETF shares in Q2 2025, an estimated $2K.
  • Capital Analysts LLC first reported a position in Amplify Online Retail ETF in Q1 2021 and held it in 10 quarters.
  • Capital Analysts LLC's Amplify Online Retail ETF position peaked at $68K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.