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Keel Point’s Amplify Online Retail ETF IBUY Stock Holding History

Keel Point’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
2023
Q2 		– Sell
-8,511
Closed -$376K – 321
2023
Q1 		$376K Buy
+8,511
New +$381K 0.05% 196

Other funds holding IBUY

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Keel Point's IBUY Position: Q2 2023 in Review

Keel Point sold out of Amplify Online Retail ETF (IBUY) in Q2 2023, closing a stake of 8,511 shares — an estimated $376K sold.

Keel Point first reported a position in IBUY in Q1 2023 and held it in 1 quarter. The position peaked at $376K in Q1 2023. 69 funds tracked by Wall St. Rank hold IBUY as of Q2 2023.

  • Keel Point reported no remaining Amplify Online Retail ETF position as of Q2 2023 after selling out during the quarter.
  • Keel Point sold 8,511 Amplify Online Retail ETF shares in Q2 2023, an estimated $376K.
  • Keel Point first reported a position in Amplify Online Retail ETF in Q1 2023 and held it in 1 quarter.
  • Keel Point's Amplify Online Retail ETF position peaked at $376K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2023.

Based on Keel Point's 13F filing for Q2 2023, filed 12 Jul 2023.