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Integrated Wealth Concepts’s Amplify Online Retail ETF IBUY Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-2,643
Closed -$289K – 1004
2021
Q3 		$289K Sell
2,643
-541
-17% -$64K 0.01% 753
2021
Q2 		$413K Buy
3,184
+1,449
+84% +$178K 0.01% 571
2021
Q1 		$215K Buy
+1,735
New +$222K 0.01% 677

Other funds holding IBUY

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Integrated Wealth Concepts's IBUY Position: Q4 2021 in Review

Integrated Wealth Concepts sold out of Amplify Online Retail ETF (IBUY) in Q4 2021, closing a stake of 2,643 shares — an estimated $289K sold.

Integrated Wealth Concepts first reported a position in IBUY in Q1 2021 and held it in 3 quarters. The position peaked at $413K in Q2 2021. 124 funds tracked by Wall St. Rank hold IBUY as of Q4 2021.

  • Integrated Wealth Concepts reported no remaining Amplify Online Retail ETF position as of Q4 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,643 Amplify Online Retail ETF shares in Q4 2021, an estimated $289K.
  • Integrated Wealth Concepts first reported a position in Amplify Online Retail ETF in Q1 2021 and held it in 3 quarters.
  • Integrated Wealth Concepts's Amplify Online Retail ETF position peaked at $413K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2021.

Based on Integrated Wealth Concepts's 13F filing for Q4 2021, filed 15 Feb 2022.