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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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.