Keystone Financial Group (Kentucky)’s Amplify Online Retail ETF IBUY Stock Holding History

Keystone Financial Group (Kentucky)’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	-4,466	Closed	-$393K	–	307
2021 Q4	$393K	Sell	4,466 -461	-9%	-$47.3K	0.06%	194
2021 Q3	$538K	Buy	4,927 +48	+1%	+$5.68K	0.1%	154
2021 Q2	$633K	Buy	4,879 +276	+6%	+$34K	0.11%	142
2021 Q1	$572K	Buy	4,603 +1,704	+59%	+$218K	0.11%	144
2020 Q4	$331K	Buy	+2,899	New	+$295K	0.07%	185

Other funds holding IBUY

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

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

Palladiem Bryn Mawr, Pennsylvania $105M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s IBUY Position: Q1 2022 in Review

Keystone Financial Group (Kentucky) sold out of Amplify Online Retail ETF (IBUY) in Q1 2022, closing a stake of 4,466 shares — an estimated $393K sold.

Keystone Financial Group (Kentucky) first reported a position in IBUY in Q4 2020 and held it in 5 quarters. The position peaked at $633K in Q2 2021. 103 funds tracked by Wall St. Rank hold IBUY as of Q1 2022.

Keystone Financial Group (Kentucky) reported no remaining Amplify Online Retail ETF position as of Q1 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 4,466 Amplify Online Retail ETF shares in Q1 2022, an estimated $393K.
Keystone Financial Group (Kentucky) first reported a position in Amplify Online Retail ETF in Q4 2020 and held it in 5 quarters.
Keystone Financial Group (Kentucky)'s Amplify Online Retail ETF position peaked at $633K in Q2 2021.
103 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2022, filed 13 May 2022.