Mascoma Wealth Management’s Amplify Online Retail ETF IBUY Stock Holding History

Mascoma Wealth Management’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	-880	Closed	-$34.3K	–	608
2022 Q4	$34.3K	Hold	880	–	–	0.01%	277
2022 Q3	$35K	Hold	880	–	–	0.01%	277
2022 Q2	$37K	Hold	880	–	–	0.01%	279
2022 Q1	$58K	Hold	880	–	–	0.02%	242
2021 Q4	$77K	Hold	880	–	–	0.03%	181
2021 Q3	$96K	Buy	+880	New	+$104K	0.04%	156
2021 Q2	–	Sell	-880	Closed	-$109K	–	263
2021 Q1	$109K	Buy	+880	New	+$113K	0.05%	145
2019 Q3	–	Sell	-175	Closed	-$9K	–	205
2019 Q2	$9K	Buy	175 +75	+75%	+$3.66K	0.01%	275
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	297
2018 Q4	$4K	Buy	+100	New	+$4.4K	﹤0.01%	306

Other funds holding IBUY

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

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

Mascoma Wealth Management's IBUY Position: Q1 2023 in Review

Mascoma Wealth Management sold out of Amplify Online Retail ETF (IBUY) in Q1 2023, closing a stake of 880 shares — an estimated $34.3K sold.

Mascoma Wealth Management first reported a position in IBUY in Q4 2018 and held it in 10 quarters. The position peaked at $109K in Q1 2021. 72 funds tracked by Wall St. Rank hold IBUY as of Q1 2023.

Mascoma Wealth Management reported no remaining Amplify Online Retail ETF position as of Q1 2023 after selling out during the quarter.
Mascoma Wealth Management sold 880 Amplify Online Retail ETF shares in Q1 2023, an estimated $34.3K.
Mascoma Wealth Management first reported a position in Amplify Online Retail ETF in Q4 2018 and held it in 10 quarters.
Mascoma Wealth Management's Amplify Online Retail ETF position peaked at $109K in Q1 2021.
72 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.