Creative Planning
IBUY icon

Creative Planning’s Amplify Online Retail ETF IBUY Stock Holding History

Creative Planning’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
Q4 		– Sell
-2,184
Closed -$239K – 2150
2021
Q3 		$239K Sell
2,184
-70
-3% -$8.28K ﹤0.01% 1739
2021
Q2 		$292K Sell
2,254
-657
-23% -$80.9K ﹤0.01% 1584
2021
Q1 		$361K Buy
2,911
+465
+19% +$59.6K ﹤0.01% 1668
2020
Q4 		$280K Sell
2,446
-5,561
-69% -$566K ﹤0.01% 1671
2020
Q3 		$706K Buy
+8,007
New +$681K ﹤0.01% 957
2017
Q3 		– Sell
-150
Closed -$5K – 2729
2017
Q2 		$5K Buy
+150
New +$4.91K ﹤0.01% 3986

Other funds holding IBUY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
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
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning's IBUY Position: Q4 2021 in Review

Creative Planning sold out of Amplify Online Retail ETF (IBUY) in Q4 2021, closing a stake of 2,184 shares — an estimated $239K sold.

Creative Planning first reported a position in IBUY in Q2 2017 and held it in 6 quarters. The position peaked at $706K in Q3 2020. 124 funds tracked by Wall St. Rank hold IBUY as of Q4 2021.

  • Creative Planning reported no remaining Amplify Online Retail ETF position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 2,184 Amplify Online Retail ETF shares in Q4 2021, an estimated $239K.
  • Creative Planning first reported a position in Amplify Online Retail ETF in Q2 2017 and held it in 6 quarters.
  • Creative Planning's Amplify Online Retail ETF position peaked at $706K in Q3 2020.
  • 124 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.