Creative Financial Designs’s Amplify Online Retail ETF IBUY Stock Holding History

Creative Financial Designs’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
2023 Q4	–	Sell	-601	Closed	-$26.6K	–	1621
2023 Q3	$26.6K	Hold	601	–	–	﹤0.01%	789
2023 Q2	$27.8K	Hold	601	–	–	﹤0.01%	778
2023 Q1	$26.5K	Hold	601	–	–	﹤0.01%	747
2022 Q4	$23.4K	Sell	601 -50	-8%	-$2.04K	﹤0.01%	732
2022 Q3	$26K	Hold	651	–	–	﹤0.01%	679
2022 Q2	$27K	Sell	651 -200	-24%	-$10.2K	﹤0.01%	672
2022 Q1	$56K	Hold	851	–	–	0.01%	547
2021 Q4	$75K	Sell	851 -421	-33%	-$43.2K	0.01%	496
2021 Q3	$139K	Sell	1,272 -229	-15%	-$27.1K	0.02%	382
2021 Q2	$195K	Buy	1,501 +286	+24%	+$35.2K	0.03%	297
2021 Q1	$151K	Buy	1,215 +265	+28%	+$34K	0.03%	326
2020 Q4	$109K	Hold	950	–	–	0.02%	361
2020 Q3	$84K	Buy	+950	New	+$80.8K	0.02%	375

Other funds holding IBUY

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

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

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

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

AAS

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

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

PAG

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Creative Financial Designs's IBUY Position: Q4 2023 in Review

Creative Financial Designs sold out of Amplify Online Retail ETF (IBUY) in Q4 2023, closing a stake of 601 shares — an estimated $26.6K sold.

Creative Financial Designs first reported a position in IBUY in Q3 2020 and held it in 13 quarters. The position peaked at $195K in Q2 2021. 67 funds tracked by Wall St. Rank hold IBUY as of Q4 2023.

Creative Financial Designs reported no remaining Amplify Online Retail ETF position as of Q4 2023 after selling out during the quarter.
Creative Financial Designs sold 601 Amplify Online Retail ETF shares in Q4 2023, an estimated $26.6K.
Creative Financial Designs first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 13 quarters.
Creative Financial Designs's Amplify Online Retail ETF position peaked at $195K in Q2 2021.
67 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2023.

Based on Creative Financial Designs's 13F filing for Q4 2023, filed 10 Jan 2024.