Kestra Private Wealth Services’s Amplify Online Retail ETF IBUY Stock Holding History

Kestra Private Wealth Services’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 Q3	–	Sell	-1,804	Closed	-$234K	–	944
2021 Q2	$234K	Hold	1,804	–	–	0.01%	755
2021 Q1	$224K	Sell	1,804 -1,806	-50%	-$231K	0.02%	700
2020 Q4	$419K	Hold	3,610	–	–	0.03%	474
2020 Q3	$318K	Buy	+3,610	New	+$307K	0.03%	471

Other funds holding IBUY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Private Wealth Services's IBUY Position: Q3 2021 in Review

Kestra Private Wealth Services sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 1,804 shares — an estimated $234K sold.

Kestra Private Wealth Services first reported a position in IBUY in Q3 2020 and held it in 4 quarters. The position peaked at $419K in Q4 2020. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

Kestra Private Wealth Services reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
Kestra Private Wealth Services sold 1,804 Amplify Online Retail ETF shares in Q3 2021, an estimated $234K.
Kestra Private Wealth Services first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 4 quarters.
Kestra Private Wealth Services's Amplify Online Retail ETF position peaked at $419K in Q4 2020.
132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on Kestra Private Wealth Services's 13F filing for Q3 2021, filed 21 Oct 2021.