Carter Financial Group’s Amplify Online Retail ETF IBUY Stock Holding History

Carter Financial Group’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 Q1	$282K	Sell	4,518 -1,190	-21%	-$81.1K	0.17%	94
2025 Q4	$425K	Sell	5,708 -262	-4%	-$19.4K	0.25%	67
2025 Q3	$455K	Sell	5,970 -563	-9%	-$41.2K	0.27%	58
2025 Q2	$451K	Buy	+6,533	New	+$418K	0.29%	62
2022 Q1	$2.81M	Buy	+42,759	New	+$3.04M	3.77%	7

Other funds holding IBUY

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Carter Financial Group's IBUY Position: Q1 2026 in Review

Carter Financial Group reduced its Amplify Online Retail ETF (IBUY) stake by 21% in Q1 2026, selling an estimated $81.1K and leaving 4,518 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #94.

Carter Financial Group first reported a position in IBUY in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.81M in Q1 2022. 45 funds tracked by Wall St. Rank hold IBUY as of Q1 2026.

Carter Financial Group held 4,518 shares of Amplify Online Retail ETF worth $282K as of Q1 2026.
Carter Financial Group sold 1,190 Amplify Online Retail ETF shares in Q1 2026, an estimated $81.1K.
Amplify Online Retail ETF made up 0.17% of Carter Financial Group's portfolio in Q1 2026, its #94 holding.
Carter Financial Group first reported a position in Amplify Online Retail ETF in Q1 2022 and has held it in 5 quarters since.
Carter Financial Group's Amplify Online Retail ETF position peaked at $2.81M in Q1 2022.
45 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.