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Tanglewood Legacy Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

Tanglewood Legacy Advisors’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
2024
Q1 		– Sell
-130
Closed -$7K – 298
2023
Q4 		$7K Hold
130
– – ﹤0.01% 251
2023
Q3 		$5.76K Hold
130
– – ﹤0.01% 265
2023
Q2 		$6.01K Hold
130
– – ﹤0.01% 261
2023
Q1 		$5.74K Hold
130
– – ﹤0.01% 255
2022
Q4 		$5.07K Buy
+130
New +$5.3K ﹤0.01% 226

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tanglewood Legacy Advisors's IBUY Position: Q1 2024 in Review

Tanglewood Legacy Advisors sold out of Amplify Online Retail ETF (IBUY) in Q1 2024, closing a stake of 130 shares — an estimated $7K sold.

Tanglewood Legacy Advisors first reported a position in IBUY in Q4 2022 and held it in 5 quarters. The position peaked at $7K in Q4 2023. 70 funds tracked by Wall St. Rank hold IBUY as of Q1 2024.

  • Tanglewood Legacy Advisors reported no remaining Amplify Online Retail ETF position as of Q1 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 130 Amplify Online Retail ETF shares in Q1 2024, an estimated $7K.
  • Tanglewood Legacy Advisors first reported a position in Amplify Online Retail ETF in Q4 2022 and held it in 5 quarters.
  • Tanglewood Legacy Advisors's Amplify Online Retail ETF position peaked at $7K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.