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Palladiem’s Amplify Online Retail ETF IBUY Stock Holding History

Palladiem’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
Q3 		– Sell
-44,590
Closed -$1.87M – 54
2022
Q2 		$1.87M Buy
44,590
+2,250
+5% +$115K 1.86% 17
2022
Q1 		$2.78M Sell
42,340
-12,769
-23% -$908K 2.46% 15
2021
Q4 		$4.85M Buy
55,109
+7,301
+15% +$749K 3.91% 10
2021
Q3 		$5.22M Buy
47,808
+16,382
+52% +$1.94M 4.23% 10
2021
Q2 		$4.08M Buy
31,426
+8,492
+37% +$1.05M 3.29% 10
2021
Q1 		$2.85M Buy
+22,934
New +$2.94M 2.48% 11

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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Palladiem's IBUY Position: Q3 2022 in Review

Palladiem sold out of Amplify Online Retail ETF (IBUY) in Q3 2022, closing a stake of 44,590 shares — an estimated $1.87M sold.

Palladiem first reported a position in IBUY in Q1 2021 and held it in 6 quarters. The position peaked at $5.22M in Q3 2021. 79 funds tracked by Wall St. Rank hold IBUY as of Q3 2022.

  • Palladiem reported no remaining Amplify Online Retail ETF position as of Q3 2022 after selling out during the quarter.
  • Palladiem sold 44,590 Amplify Online Retail ETF shares in Q3 2022, an estimated $1.87M.
  • Palladiem first reported a position in Amplify Online Retail ETF in Q1 2021 and held it in 6 quarters.
  • Palladiem's Amplify Online Retail ETF position peaked at $5.22M in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2022.

Based on Palladiem's 13F filing for Q3 2022, filed 14 Nov 2022.