Institutional & Family Asset Management’s Amplify Online Retail ETF IBUY Stock Holding History

Institutional & Family Asset Management’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	-39	Closed	-$3K	–	801
2021 Q4	$3K	Sell	39 -1,316	-97%	-$135K	﹤0.01%	626
2021 Q3	$148K	Sell	1,355 -928	-41%	-$110K	0.02%	206
2021 Q2	$296K	Sell	2,283 -921	-29%	-$113K	0.05%	144
2021 Q1	$398K	Buy	3,204 +321	+11%	+$41.1K	0.08%	136
2020 Q4	$330K	Buy	2,883 +124	+4%	+$12.6K	0.07%	138
2020 Q3	$243K	Buy	2,759 +1,819	+194%	+$155K	0.06%	148
2020 Q2	$66K	Buy	+940	New	+$55.3K	0.01%	278
2019 Q3	–	Sell	-265	Closed	-$13K	–	855
2019 Q2	$13K	Buy	265 +185	+231%	+$9.04K	﹤0.01%	470
2019 Q1	$4K	Buy	+80	New	+$3.74K	﹤0.01%	626
2018 Q4	–	Sell	-4,350	Closed	-$226K	–	852
2018 Q3	$226K	Sell	4,350 -1,230	-22%	-$64.5K	0.04%	177
2018 Q2	$286K	Buy	5,580 +1,573	+39%	+$74.7K	0.06%	157
2018 Q1	$181K	Buy	+4,007	New	+$180K	0.04%	177

Other funds holding IBUY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

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

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Institutional & Family Asset Management's IBUY Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Amplify Online Retail ETF (IBUY) in Q1 2022, closing a stake of 39 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in IBUY in Q1 2018 and held it in 12 quarters. The position peaked at $398K in Q1 2021. 103 funds tracked by Wall St. Rank hold IBUY as of Q1 2022.

Institutional & Family Asset Management reported no remaining Amplify Online Retail ETF position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 39 Amplify Online Retail ETF shares in Q1 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in Amplify Online Retail ETF in Q1 2018 and held it in 12 quarters.
Institutional & Family Asset Management's Amplify Online Retail ETF position peaked at $398K in Q1 2021.
103 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.