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SBK Financial’s Amplify Online Retail ETF IBUY Stock Holding History

SBK Financial’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
Q1 		– Sell
-219
Closed -$19K – 90
2021
Q4 		$19K Buy
+219
New +$22.5K 0.02% 114

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SBK Financial's IBUY Position: Q1 2022 in Review

SBK Financial sold out of Amplify Online Retail ETF (IBUY) in Q1 2022, closing a stake of 219 shares — an estimated $19K sold.

SBK Financial first reported a position in IBUY in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 103 funds tracked by Wall St. Rank hold IBUY as of Q1 2022.

  • SBK Financial reported no remaining Amplify Online Retail ETF position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 219 Amplify Online Retail ETF shares in Q1 2022, an estimated $19K.
  • SBK Financial first reported a position in Amplify Online Retail ETF in Q4 2021 and held it in 1 quarter.
  • SBK Financial's Amplify Online Retail ETF position peaked at $19K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.