HIA
IBUY icon

Harbor Investment Advisory’s Amplify Online Retail ETF IBUY Stock Holding History

Harbor Investment Advisory’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
2022
Q1 		– Sell
-264
Closed -$23K – 1356
2021
Q4 		$23K Sell
264
-36
-12% -$3.69K ﹤0.01% 908
2021
Q3 		$33K Buy
300
+266
+782% +$31.5K ﹤0.01% 849
2021
Q2 		$4K Hold
34
– – ﹤0.01% 1113
2021
Q1 		$4K Sell
34
-356
-91% -$45.6K ﹤0.01% 1093
2020
Q4 		$45K Buy
390
+375
+2,500% +$38.1K 0.01% 650
2020
Q3 		$1K Buy
+15
New +$1.27K ﹤0.01% 1082

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbor Investment Advisory's IBUY Position: Q1 2022 in Review

Harbor Investment Advisory sold out of Amplify Online Retail ETF (IBUY) in Q1 2022, closing a stake of 264 shares — an estimated $23K sold.

Harbor Investment Advisory first reported a position in IBUY in Q3 2020 and held it in 6 quarters. The position peaked at $45K in Q4 2020. 103 funds tracked by Wall St. Rank hold IBUY as of Q1 2022.

  • Harbor Investment Advisory reported no remaining Amplify Online Retail ETF position as of Q1 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 264 Amplify Online Retail ETF shares in Q1 2022, an estimated $23K.
  • Harbor Investment Advisory first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 6 quarters.
  • Harbor Investment Advisory's Amplify Online Retail ETF position peaked at $45K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2022.

Based on Harbor Investment Advisory's 13F filing for Q1 2022, filed 20 Apr 2022.