SFG
IBUY icon

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

Summit Financial 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
Q4 		– Sell
-2,810
Closed -$307K – 213
2021
Q3 		$307K Hold
2,810
– – 0.11% 171
2021
Q2 		$365K Buy
2,810
+580
+26% +$71.4K 0.14% 145
2021
Q1 		$277K Buy
+2,230
New +$286K 0.12% 156

Other funds holding IBUY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Summit Financial Group's IBUY Position: Q4 2021 in Review

Summit Financial Group sold out of Amplify Online Retail ETF (IBUY) in Q4 2021, closing a stake of 2,810 shares — an estimated $307K sold.

Summit Financial Group first reported a position in IBUY in Q1 2021 and held it in 3 quarters. The position peaked at $365K in Q2 2021. 124 funds tracked by Wall St. Rank hold IBUY as of Q4 2021.

  • Summit Financial Group reported no remaining Amplify Online Retail ETF position as of Q4 2021 after selling out during the quarter.
  • Summit Financial Group sold 2,810 Amplify Online Retail ETF shares in Q4 2021, an estimated $307K.
  • Summit Financial Group first reported a position in Amplify Online Retail ETF in Q1 2021 and held it in 3 quarters.
  • Summit Financial Group's Amplify Online Retail ETF position peaked at $365K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2021.

Based on Summit Financial Group's 13F filing for Q4 2021, filed 10 Jan 2022.