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Personal CFO Solutions’s Amplify Online Retail ETF IBUY Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-6,478
Closed -$395K – 530
2024
Q3 		$395K Sell
6,478
-128
-2% -$7.12K 0.06% 322
2024
Q2 		$364K Hold
6,606
– – 0.06% 327
2024
Q1 		$384K Sell
6,606
-46
-0.7% -$2.47K 0.06% 325
2023
Q4 		$358K Sell
6,652
-400
-6% -$18.8K 0.06% 325
2023
Q3 		$312K Sell
7,052
-500
-7% -$24K 0.06% 309
2023
Q2 		$349K Sell
7,552
-1,000
-12% -$42.7K 0.07% 298
2023
Q1 		$378K Sell
8,552
-62
-0.7% -$2.77K 0.08% 257
2022
Q4 		$336K Sell
8,614
-1,214
-12% -$49.5K 0.07% 271
2022
Q3 		$389K Sell
9,828
-3,665
-27% -$170K 0.1% 196
2022
Q2 		$565K Sell
13,493
-1,491
-10% -$76.2K 0.13% 135
2022
Q1 		$984K Sell
14,984
-48,327
-76% -$3.44M 0.19% 105
2021
Q4 		$5.57M Buy
63,311
+2,245
+4% +$230K 1.04% 18
2021
Q3 		$6.67M Buy
61,066
+5,977
+11% +$707K 1.37% 15
2021
Q2 		$7.14M Buy
55,089
+121
+0.2% +$14.9K 1.46% 14
2021
Q1 		$6.83M Buy
54,968
+348
+0.6% +$44.6K 1.48% 13
2020
Q4 		$6.24M Buy
54,620
+3,548
+7% +$361K 1.55% 9
2020
Q3 		$5K Buy
51,072
+33,149
+185% +$2.82M 1.67% 12
2020
Q2 		$1.26M Buy
17,923
+4,874
+37% +$287K 0.37% 62
2020
Q1 		$542K Sell
13,049
-7,968
-38% -$392K 0.19% 111
2019
Q4 		$1.08M Buy
+21,017
New +$1.02M 0.31% 67

Other funds holding IBUY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Personal CFO Solutions's IBUY Position: Q4 2024 in Review

Personal CFO Solutions sold out of Amplify Online Retail ETF (IBUY) in Q4 2024, closing a stake of 6,478 shares — an estimated $395K sold.

Personal CFO Solutions first reported a position in IBUY in Q4 2019 and held it in 20 quarters. The position peaked at $7.14M in Q2 2021. 64 funds tracked by Wall St. Rank hold IBUY as of Q4 2024.

  • Personal CFO Solutions reported no remaining Amplify Online Retail ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 6,478 Amplify Online Retail ETF shares in Q4 2024, an estimated $395K.
  • Personal CFO Solutions first reported a position in Amplify Online Retail ETF in Q4 2019 and held it in 20 quarters.
  • Personal CFO Solutions's Amplify Online Retail ETF position peaked at $7.14M in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.