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ProVise Management Group’s Amplify Online Retail ETF IBUY Stock Holding History

ProVise Management 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
Q3 		– Sell
-2,487
Closed -$323K – 388
2021
Q2 		$323K Buy
2,487
+84
+3% +$10.3K 0.03% 276
2021
Q1 		$298K Buy
+2,403
New +$308K 0.03% 285

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProVise Management Group's IBUY Position: Q3 2021 in Review

ProVise Management Group sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 2,487 shares — an estimated $323K sold.

ProVise Management Group first reported a position in IBUY in Q1 2021 and held it in 2 quarters. The position peaked at $323K in Q2 2021. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

  • ProVise Management Group reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
  • ProVise Management Group sold 2,487 Amplify Online Retail ETF shares in Q3 2021, an estimated $323K.
  • ProVise Management Group first reported a position in Amplify Online Retail ETF in Q1 2021 and held it in 2 quarters.
  • ProVise Management Group's Amplify Online Retail ETF position peaked at $323K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on ProVise Management Group's 13F filing for Q3 2021, filed 20 Oct 2021.