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Synergy Asset Management’s Amplify Online Retail ETF IBUY Stock Holding History

Synergy Asset Management’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
2023
Q3 		– Sell
-76,010
Closed -$3.51M – 140
2023
Q2 		$3.51M Buy
+76,010
New +$3.24M 0.87% 43

Other funds holding IBUY

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Synergy Asset Management's IBUY Position: Q3 2023 in Review

Synergy Asset Management sold out of Amplify Online Retail ETF (IBUY) in Q3 2023, closing a stake of 76,010 shares — an estimated $3.51M sold.

Synergy Asset Management first reported a position in IBUY in Q2 2023 and held it in 1 quarter. The position peaked at $3.51M in Q2 2023. 63 funds tracked by Wall St. Rank hold IBUY as of Q3 2023.

  • Synergy Asset Management reported no remaining Amplify Online Retail ETF position as of Q3 2023 after selling out during the quarter.
  • Synergy Asset Management sold 76,010 Amplify Online Retail ETF shares in Q3 2023, an estimated $3.51M.
  • Synergy Asset Management first reported a position in Amplify Online Retail ETF in Q2 2023 and held it in 1 quarter.
  • Synergy Asset Management's Amplify Online Retail ETF position peaked at $3.51M in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2023.

Based on Synergy Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.