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Cavalier Investments’s Amplify Online Retail ETF IBUY Stock Holding History

Cavalier Investments’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
Q4 		– Sell
-61,522
Closed -$2.43M – 99
2022
Q3 		$2.43M Sell
61,522
-5,305
-8% -$245K 0.88% 36
2022
Q2 		$2.8M Buy
66,827
+1,023
+2% +$52.3K 0.98% 33
2022
Q1 		$4.32M Buy
65,804
+5,019
+8% +$357K 1.13% 35
2021
Q4 		$5.35M Buy
60,785
+10,898
+22% +$1.12M 1.39% 25
2021
Q3 		$5.45M Buy
49,887
+9,054
+22% +$1.07M 1.72% 18
2021
Q2 		$5.29M Sell
40,833
-19,087
-32% -$2.35M 1.91% 15
2021
Q1 		$7.44M Buy
59,920
+3,515
+6% +$450K 3.24% 1
2020
Q4 		$6.45M Sell
56,405
-21,333
-27% -$2.17M 2.95% 2
2020
Q3 		$6.86M Sell
77,738
-1,400
-2% -$119K 4.66% 7
2020
Q2 		$5.56M Sell
79,138
-25,320
-24% -$1.49M 3.21% 10
2020
Q1 		$4.34M Buy
104,458
+1,892
+2% +$93.1K 2.56% 11
2019
Q4 		$5.27M Buy
+102,566
New +$5M 2.28% 12

Other funds holding IBUY

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
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cavalier Investments's IBUY Position: Q4 2022 in Review

Cavalier Investments sold out of Amplify Online Retail ETF (IBUY) in Q4 2022, closing a stake of 61,522 shares — an estimated $2.43M sold.

Cavalier Investments first reported a position in IBUY in Q4 2019 and held it in 12 quarters. The position peaked at $7.44M in Q1 2021. 79 funds tracked by Wall St. Rank hold IBUY as of Q4 2022.

  • Cavalier Investments reported no remaining Amplify Online Retail ETF position as of Q4 2022 after selling out during the quarter.
  • Cavalier Investments sold 61,522 Amplify Online Retail ETF shares in Q4 2022, an estimated $2.43M.
  • Cavalier Investments first reported a position in Amplify Online Retail ETF in Q4 2019 and held it in 12 quarters.
  • Cavalier Investments's Amplify Online Retail ETF position peaked at $7.44M in Q1 2021.
  • 79 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2022.

Based on Cavalier Investments's 13F filing for Q4 2022, filed 10 Feb 2023.