Core Wealth Advisors (Florida)’s Amplify Online Retail ETF IBUY Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-724	Closed	-$42K	–	133
2024 Q1	$42K	Hold	724	–	–	0.01%	105
2023 Q4	$39K	Hold	724	–	–	0.01%	102
2023 Q3	$32.1K	Hold	724	–	–	0.01%	96
2023 Q2	$33.5K	Hold	724	–	–	0.01%	91
2023 Q1	$32K	Hold	724	–	–	0.01%	93
2022 Q4	$28.2K	Hold	724	–	–	0.01%	100
2022 Q3	$29K	Hold	724	–	–	0.02%	81
2022 Q2	$30K	Hold	724	–	–	0.02%	88
2022 Q1	$48K	Hold	724	–	–	0.03%	82
2021 Q4	$64K	Sell	724 -176	-20%	-$18.1K	0.04%	74
2021 Q3	$98K	Hold	900	–	–	0.07%	63
2021 Q2	$117K	Hold	900	–	–	0.08%	51
2021 Q1	$112K	Hold	900	–	–	0.1%	37
2020 Q4	$103K	Hold	900	–	–	0.09%	37
2020 Q3	$79K	Hold	900	–	–	0.07%	42
2020 Q2	$63K	Hold	900	–	–	0.06%	52
2020 Q1	$37K	Hold	900	–	–	0.03%	58
2019 Q4	$46K	Buy	+900	New	+$43.9K	0.03%	54

Other funds holding IBUY

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

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

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

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

AAS

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

FCC

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IBUY Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Amplify Online Retail ETF (IBUY) in Q2 2024, closing a stake of 724 shares — an estimated $42K sold.

Core Wealth Advisors (Florida) first reported a position in IBUY in Q4 2019 and held it in 18 quarters. The position peaked at $117K in Q2 2021. 64 funds tracked by Wall St. Rank hold IBUY as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Amplify Online Retail ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 724 Amplify Online Retail ETF shares in Q2 2024, an estimated $42K.
Core Wealth Advisors (Florida) first reported a position in Amplify Online Retail ETF in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Amplify Online Retail ETF position peaked at $117K in Q2 2021.
64 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.