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Heritage Wealth Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

Heritage Wealth Advisors’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
2018
Q4 		– Sell
-350
Closed -$18K – 398
2018
Q3 		$18K Buy
+350
New +$18.4K ﹤0.01% 269

Other funds holding IBUY

ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BDS
Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Heritage Wealth Advisors's IBUY Position: Q4 2018 in Review

Heritage Wealth Advisors sold out of Amplify Online Retail ETF (IBUY) in Q4 2018, closing a stake of 350 shares — an estimated $18K sold.

Heritage Wealth Advisors first reported a position in IBUY in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 53 funds tracked by Wall St. Rank hold IBUY as of Q4 2018.

  • Heritage Wealth Advisors reported no remaining Amplify Online Retail ETF position as of Q4 2018 after selling out during the quarter.
  • Heritage Wealth Advisors sold 350 Amplify Online Retail ETF shares in Q4 2018, an estimated $18K.
  • Heritage Wealth Advisors first reported a position in Amplify Online Retail ETF in Q3 2018 and held it in 1 quarter.
  • Heritage Wealth Advisors's Amplify Online Retail ETF position peaked at $18K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2018.

Based on Heritage Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.