Next Financial Group’s Amplify Online Retail ETF IBUY Stock Holding History

Next Financial Group’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 Q4	$492K	Buy	5,592 +2,113	+61%	+$217K	0.03%	553
2021 Q3	$380K	Buy	3,479 +24	+0.7%	+$2.84K	0.03%	583
2021 Q2	$448K	Sell	3,455 -241	-7%	-$29.7K	0.04%	511
2021 Q1	$459K	Sell	3,696 -382	-9%	-$48.9K	0.04%	456
2020 Q4	$466K	Sell	4,078 -12,670	-76%	-$1.29M	0.04%	389
2020 Q3	$1.48M	Buy	+16,748	New	+$1.42M	0.16%	135
2020 Q2	–	Sell	-7,013	Closed	-$291K	–	1174
2020 Q1	$291K	Sell	7,013 -2,648	-27%	-$130K	0.04%	426
2019 Q4	$496K	Buy	9,661 +3,379	+54%	+$165K	0.05%	375
2019 Q3	$294K	Buy	6,282 +1,675	+36%	+$82.7K	0.03%	508
2019 Q2	$227K	Buy	+4,607	New	+$225K	0.02%	617

Other funds holding IBUY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Next Financial Group's IBUY Position: Q4 2021 in Review

Next Financial Group increased its Amplify Online Retail ETF (IBUY) stake by 61% in Q4 2021, buying an estimated $217K and bringing the position to 5,592 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #553.

Next Financial Group first reported a position in IBUY in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.48M in Q3 2020. 124 funds tracked by Wall St. Rank hold IBUY as of Q4 2021.

Next Financial Group held 5,592 shares of Amplify Online Retail ETF worth $492K as of Q4 2021.
Next Financial Group bought 2,113 Amplify Online Retail ETF shares in Q4 2021, an estimated $217K.
Amplify Online Retail ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #553 holding.
Next Financial Group first reported a position in Amplify Online Retail ETF in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's Amplify Online Retail ETF position peaked at $1.48M in Q3 2020.
124 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.