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Legend Financial Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

Legend Financial 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
2023
Q1 		– Sell
-416
Closed -$16.2K – 241
2022
Q4 		$16.2K Hold
416
– – 0.01% 127
2022
Q3 		$16.4K Buy
+416
New +$19.3K 0.02% 106
2020
Q1 		– Sell
-17,231
Closed -$885K – 34
2019
Q4 		$885K Sell
17,231
-1,207
-7% -$58.8K 0.76% 19
2019
Q3 		$862K Buy
18,438
+500
+3% +$24.7K 0.73% 20
2019
Q2 		$884K Sell
17,938
-533,148
-97% -$26M 0.78% 20
2019
Q1 		$6.82M Buy
+551,086
New +$25.8M 7.49% 6

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
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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legend Financial Advisors's IBUY Position: Q1 2023 in Review

Legend Financial Advisors sold out of Amplify Online Retail ETF (IBUY) in Q1 2023, closing a stake of 416 shares — an estimated $16.2K sold.

Legend Financial Advisors first reported a position in IBUY in Q1 2019 and held it in 6 quarters. The position peaked at $6.82M in Q1 2019. 72 funds tracked by Wall St. Rank hold IBUY as of Q1 2023.

  • Legend Financial Advisors reported no remaining Amplify Online Retail ETF position as of Q1 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 416 Amplify Online Retail ETF shares in Q1 2023, an estimated $16.2K.
  • Legend Financial Advisors first reported a position in Amplify Online Retail ETF in Q1 2019 and held it in 6 quarters.
  • Legend Financial Advisors's Amplify Online Retail ETF position peaked at $6.82M in Q1 2019.
  • 72 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2023.

Based on Legend Financial Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.