Clal Insurance’s Amplify Online Retail ETF IBUY Stock Holding History

Clal Insurance’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 Q3	–	Sell	-239,595	Closed	-$31.1M	–	231
2021 Q2	$31.1M	Sell	239,595 -1,315,230	-85%	-$162M	0.36%	85
2021 Q1	$193M	Sell	1,554,825 -67,900	-4%	-$8.7M	2.23%	5
2020 Q4	$173M	Buy	1,622,725 +322,725	+25%	+$32.8M	2.36%	10
2020 Q3	$115M	Buy	1,300,000 +400,000	+44%	+$34M	1.94%	15
2020 Q2	$63.2M	Hold	900,000	–	–	1.25%	30
2020 Q1	$37.4M	Buy	900,000 +853,648	+1,842%	+$42M	0.93%	39
2019 Q4	$900K	Sell	46,352 -853,648	-95%	-$41.6M	0.97%	31
2019 Q3	$42.1M	Buy	900,000 +1,187	+0.1%	+$58.6K	1.02%	32
2019 Q2	$44.3M	Buy	898,813 +298,813	+50%	+$14.6M	1.02%	38
2019 Q1	$29.4M	Buy	600,000 +350,000	+140%	+$16.4M	0.72%	40
2018 Q4	$10M	Buy	+250,000	New	+$11M	0.26%	53

Other funds holding IBUY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance's IBUY Position: Q3 2021 in Review

Clal Insurance sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 239,595 shares — an estimated $31.1M sold.

Clal Insurance first reported a position in IBUY in Q4 2018 and held it in 11 quarters. The position peaked at $193M in Q1 2021. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

Clal Insurance reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
Clal Insurance sold 239,595 Amplify Online Retail ETF shares in Q3 2021, an estimated $31.1M.
Clal Insurance first reported a position in Amplify Online Retail ETF in Q4 2018 and held it in 11 quarters.
Clal Insurance's Amplify Online Retail ETF position peaked at $193M in Q1 2021.
132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on Clal Insurance's 13F filing for Q3 2021, filed 15 Nov 2021.