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IBUY icon

CreativeOne Wealth’s Amplify Online Retail ETF IBUY Stock Holding History

CreativeOne Wealth’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
-2,522
Closed -$327K – 711
2021
Q2 		$327K Sell
2,522
-655
-21% -$80.7K 0.02% 506
2021
Q1 		$395K Buy
3,177
+166
+6% +$21.3K 0.03% 387
2020
Q4 		$344K Buy
+3,011
New +$306K 0.03% 349

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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

CreativeOne Wealth's IBUY Position: Q3 2021 in Review

CreativeOne Wealth sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 2,522 shares — an estimated $327K sold.

CreativeOne Wealth first reported a position in IBUY in Q4 2020 and held it in 3 quarters. The position peaked at $395K in Q1 2021. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

  • CreativeOne Wealth reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
  • CreativeOne Wealth sold 2,522 Amplify Online Retail ETF shares in Q3 2021, an estimated $327K.
  • CreativeOne Wealth first reported a position in Amplify Online Retail ETF in Q4 2020 and held it in 3 quarters.
  • CreativeOne Wealth's Amplify Online Retail ETF position peaked at $395K in Q1 2021.
  • 132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on CreativeOne Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.