RG
IBUY icon

Retirement Group’s Amplify Online Retail ETF IBUY Stock Holding History

Retirement 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
-705
Closed -$91K – 662
2021
Q2 		$91K Hold
705
– – 0.04% 166
2021
Q1 		$88K Sell
705
-695
-50% -$89.1K 0.04% 200
2020
Q4 		$160K Sell
1,400
-300
-18% -$30.5K 0.07% 143
2020
Q3 		$150K Buy
+1,700
New +$145K 0.08% 146

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

Retirement Group's IBUY Position: Q3 2021 in Review

Retirement Group sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 705 shares — an estimated $91K sold.

Retirement Group first reported a position in IBUY in Q3 2020 and held it in 4 quarters. The position peaked at $160K in Q4 2020. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

  • Retirement Group reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
  • Retirement Group sold 705 Amplify Online Retail ETF shares in Q3 2021, an estimated $91K.
  • Retirement Group first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 4 quarters.
  • Retirement Group's Amplify Online Retail ETF position peaked at $160K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on Retirement Group's 13F filing for Q3 2021, filed 16 Nov 2021.