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 Q3	$301K	Sell	4,512 -6	-0.1%	-$426	0.15%	99
2026 Q2	$312K	Hold	4,518	–	–	0.16%	96
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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Carter Financial Group's IBUY Position: Q3 2026 in Review

Carter Financial Group reduced its Amplify Online Retail ETF (IBUY) stake by 0.13% in Q3 2026, selling an estimated $426 and leaving 4,512 shares worth $301K. The position accounts for 0.15% of the portfolio, ranked #99.

Carter Financial Group first reported a position in IBUY in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.81M in Q1 2022. 35 funds tracked by Wall St. Rank hold IBUY as of Q3 2026.

Carter Financial Group held 4,512 shares of Amplify Online Retail ETF worth $301K as of Q3 2026.
Carter Financial Group sold 6 Amplify Online Retail ETF shares in Q3 2026, an estimated $426.
Amplify Online Retail ETF made up 0.15% of Carter Financial Group's portfolio in Q3 2026, its #99 holding.
Carter Financial Group first reported a position in Amplify Online Retail ETF in Q1 2022 and has held it in 7 quarters since.
Carter Financial Group's Amplify Online Retail ETF position peaked at $2.81M in Q1 2022.
35 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.