SFS
IBUY icon

Sowell Financial Services’s Amplify Online Retail ETF IBUY Stock Holding History

Sowell Financial Services’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
-10,692
Closed -$1.39M – 510
2021
Q2 		$1.39M Buy
10,692
+10,444
+4,211% +$1.29M 0.09% 245
2021
Q1 		$29K Sell
248
-520
-68% -$66.6K ﹤0.01% 1887
2020
Q4 		$88K Buy
768
+618
+412% +$62.8K ﹤0.01% 1200
2020
Q3 		$13K Buy
+150
New +$12.8K ﹤0.01% 1729

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $692M AUM 32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's IBUY Position: Q3 2021 in Review

Sowell Financial Services sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 10,692 shares — an estimated $1.39M sold.

Sowell Financial Services first reported a position in IBUY in Q3 2020 and held it in 4 quarters. The position peaked at $1.39M in Q2 2021. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

  • Sowell Financial Services reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 10,692 Amplify Online Retail ETF shares in Q3 2021, an estimated $1.39M.
  • Sowell Financial Services first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 4 quarters.
  • Sowell Financial Services's Amplify Online Retail ETF position peaked at $1.39M in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.