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Patriot Financial Group Insurance Agency’s Amplify Online Retail ETF IBUY Stock Holding History

Patriot Financial Group Insurance Agency’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
2026
Q2 		– Sell
-5,508
Closed -$344K – 594
2026
Q1 		$344K Buy
5,508
+2,694
+96% +$184K 0.02% 531
2025
Q4 		$209K Buy
2,814
+1
+0% +$74 0.02% 470
2025
Q3 		$214K Buy
+2,813
New +$206K 0.03% 450
2022
Q3 		– Sell
-3,800
Closed -$159K – 1091
2022
Q2 		$159K Hold
3,800
– – 0.03% 431
2022
Q1 		$250K Hold
3,800
– – 0.04% 370
2021
Q4 		$335K Sell
3,800
-25
-0.7% -$2.57K 0.06% 324
2021
Q3 		$415K Hold
3,825
– – 0.07% 274
2021
Q2 		$496K Hold
3,825
– – 0.09% 233
2021
Q1 		$475K Hold
3,825
– – 0.11% 197
2020
Q4 		$437K Buy
3,825
+14
+0.4% +$1.42K 0.11% 197
2020
Q3 		$336K Sell
3,811
-10
-0.3% -$850 0.11% 183
2020
Q2 		$268K Buy
3,821
+25
+0.7% +$1.47K 0.1% 190
2020
Q1 		$158K Buy
3,796
+106
+3% +$5.22K 0.07% 250
2019
Q4 		$190K Hold
3,690
– – 0.07% 234
2019
Q3 		$173K Hold
3,690
– – 0.08% 224
2019
Q2 		$184K Hold
3,690
– – 0.08% 210
2019
Q1 		$181K Hold
3,690
– – 0.09% 183
2018
Q4 		$148K Hold
3,690
– – 0.1% 159
2018
Q3 		$192K Buy
3,690
+1,390
+60% +$72.9K 0.11% 125
2018
Q2 		$118K Sell
2,300
-900
-28% -$42.7K 0.13% 103
2018
Q1 		$140K Hold
3,200
– – 0.1% 173
2017
Q4 		$136K Hold
3,200
– – 0.1% 168
2017
Q3 		$118K Buy
3,200
+200
+7% +$7.25K 0.11% 159
2017
Q2 		$106K Buy
3,000
+2,300
+329% +$75.3K 0.11% 151
2017
Q1 		$20K Buy
+700
New +$20K 0.02% 354

Other funds holding IBUY

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
SFC
Swisher Financial Concepts Westerville, Ohio $159M AUM 23.09% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IBUY Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Amplify Online Retail ETF (IBUY) in Q2 2026, closing a stake of 5,508 shares — an estimated $344K sold.

Patriot Financial Group Insurance Agency first reported a position in IBUY in Q1 2017 and held it in 25 quarters. The position peaked at $496K in Q2 2021. 14 funds tracked by Wall St. Rank hold IBUY as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Amplify Online Retail ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,508 Amplify Online Retail ETF shares in Q2 2026, an estimated $344K.
  • Patriot Financial Group Insurance Agency first reported a position in Amplify Online Retail ETF in Q1 2017 and held it in 25 quarters.
  • Patriot Financial Group Insurance Agency's Amplify Online Retail ETF position peaked at $496K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.