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Mason & Associates (California)’s Amplify Online Retail ETF IBUY Stock Holding History

Mason & Associates (California)’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
Q2 		– Sell
-3,332
Closed -$219K – 95
2022
Q1 		$219K Hold
3,332
– – 0.07% 104
2021
Q4 		$293K Buy
+3,332
New +$342K 0.09% 78

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HF
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CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Mason & Associates (California)'s IBUY Position: Q2 2022 in Review

Mason & Associates (California) sold out of Amplify Online Retail ETF (IBUY) in Q2 2022, closing a stake of 3,332 shares — an estimated $219K sold.

Mason & Associates (California) first reported a position in IBUY in Q4 2021 and held it in 2 quarters. The position peaked at $293K in Q4 2021. 87 funds tracked by Wall St. Rank hold IBUY as of Q2 2022.

  • Mason & Associates (California) reported no remaining Amplify Online Retail ETF position as of Q2 2022 after selling out during the quarter.
  • Mason & Associates (California) sold 3,332 Amplify Online Retail ETF shares in Q2 2022, an estimated $219K.
  • Mason & Associates (California) first reported a position in Amplify Online Retail ETF in Q4 2021 and held it in 2 quarters.
  • Mason & Associates (California)'s Amplify Online Retail ETF position peaked at $293K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2022.

Based on Mason & Associates (California)'s 13F filing for Q2 2022, filed 26 Jul 2022.