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Cornerstone Wealth Management’s Amplify Online Retail ETF IBUY Stock Holding History

Cornerstone Wealth Management’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
-1,555
Closed -$202K – 475
2021
Q2 		$202K Sell
1,555
-74
-5% -$9.11K 0.02% 457
2021
Q1 		$202K Buy
+1,629
New +$209K 0.02% 438

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Royal Bank of Canada
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Wealth Management's IBUY Position: Q3 2021 in Review

Cornerstone Wealth Management sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 1,555 shares — an estimated $202K sold.

Cornerstone Wealth Management first reported a position in IBUY in Q1 2021 and held it in 2 quarters. The position peaked at $202K in Q2 2021. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

  • Cornerstone Wealth Management reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,555 Amplify Online Retail ETF shares in Q3 2021, an estimated $202K.
  • Cornerstone Wealth Management first reported a position in Amplify Online Retail ETF in Q1 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's Amplify Online Retail ETF position peaked at $202K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on Cornerstone Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.