CFA
IBUY icon

Carroll Financial Associates’s Amplify Online Retail ETF IBUY Stock Holding History

Carroll Financial 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
2021
Q1 		– Sell
-25
Closed -$2K – 1682
2020
Q4 		$2K Buy
+25
New +$2.54K ﹤0.01% 1396

Other funds holding IBUY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carroll Financial Associates's IBUY Position: Q1 2021 in Review

Carroll Financial Associates sold out of Amplify Online Retail ETF (IBUY) in Q1 2021, closing a stake of 25 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in IBUY in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 164 funds tracked by Wall St. Rank hold IBUY as of Q1 2021.

  • Carroll Financial Associates reported no remaining Amplify Online Retail ETF position as of Q1 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 25 Amplify Online Retail ETF shares in Q1 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in Amplify Online Retail ETF in Q4 2020 and held it in 1 quarter.
  • Carroll Financial Associates's Amplify Online Retail ETF position peaked at $2K in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2021.

Based on Carroll Financial Associates's 13F filing for Q1 2021, filed 6 Apr 2021.