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Lebenthal Global Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

Lebenthal Global 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
2021
Q2 		– Sell
-2,705
Closed -$335K – 173
2021
Q1 		$335K Buy
2,705
+380
+16% +$48.7K 0.21% 84
2020
Q4 		$265K Buy
+2,325
New +$236K 0.19% 76

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Lebenthal Global Advisors's IBUY Position: Q2 2021 in Review

Lebenthal Global Advisors sold out of Amplify Online Retail ETF (IBUY) in Q2 2021, closing a stake of 2,705 shares — an estimated $335K sold.

Lebenthal Global Advisors first reported a position in IBUY in Q4 2020 and held it in 2 quarters. The position peaked at $335K in Q1 2021. 155 funds tracked by Wall St. Rank hold IBUY as of Q2 2021.

  • Lebenthal Global Advisors reported no remaining Amplify Online Retail ETF position as of Q2 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,705 Amplify Online Retail ETF shares in Q2 2021, an estimated $335K.
  • Lebenthal Global Advisors first reported a position in Amplify Online Retail ETF in Q4 2020 and held it in 2 quarters.
  • Lebenthal Global Advisors's Amplify Online Retail ETF position peaked at $335K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2021.

Based on Lebenthal Global Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.