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J.W. Cole Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

J.W. Cole 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
2022
Q1 		– Sell
-2,417
Closed -$213K – 837
2021
Q4 		$213K Buy
+2,417
New +$248K 0.01% 765
2021
Q3 		– Sell
-6,804
Closed -$882K – 570
2021
Q2 		$882K Sell
6,804
-352
-5% -$43.4K 0.07% 300
2021
Q1 		$889K Buy
7,156
+141
+2% +$18.1K 0.09% 260
2020
Q4 		$802K Buy
7,015
+3,533
+101% +$359K 0.08% 252
2020
Q3 		$307K Buy
+3,482
New +$296K 0.02% 537

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

J.W. Cole Advisors's IBUY Position: Q1 2022 in Review

J.W. Cole Advisors sold out of Amplify Online Retail ETF (IBUY) in Q1 2022, closing a stake of 2,417 shares — an estimated $213K sold.

J.W. Cole Advisors first reported a position in IBUY in Q3 2020 and held it in 5 quarters. The position peaked at $889K in Q1 2021. 103 funds tracked by Wall St. Rank hold IBUY as of Q1 2022.

  • J.W. Cole Advisors reported no remaining Amplify Online Retail ETF position as of Q1 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,417 Amplify Online Retail ETF shares in Q1 2022, an estimated $213K.
  • J.W. Cole Advisors first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 5 quarters.
  • J.W. Cole Advisors's Amplify Online Retail ETF position peaked at $889K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2022.

Based on J.W. Cole Advisors's 13F filing for Q1 2022, filed 16 May 2022.