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Stonebridge Financial Planning Group’s Amplify Online Retail ETF IBUY Stock Holding History

Stonebridge Financial Planning 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
Q2 		– Sell
-200
Closed -$25K – 433
2021
Q1 		$25K Hold
200
– – 0.01% 287
2020
Q4 		$23K Hold
200
– – 0.01% 264
2020
Q3 		$19K Buy
+200
New +$17K 0.01% 269

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Stonebridge Financial Planning Group's IBUY Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of Amplify Online Retail ETF (IBUY) in Q2 2021, closing a stake of 200 shares — an estimated $25K sold.

Stonebridge Financial Planning Group first reported a position in IBUY in Q3 2020 and held it in 3 quarters. The position peaked at $25K in Q1 2021. 155 funds tracked by Wall St. Rank hold IBUY as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining Amplify Online Retail ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 200 Amplify Online Retail ETF shares in Q2 2021, an estimated $25K.
  • Stonebridge Financial Planning Group first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Amplify Online Retail ETF position peaked at $25K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.