United Capital Financial Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

United Capital Financial 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
2021 Q2	–	Sell	-3,591	Closed	-$446K	–	1237
2021 Q1	$446K	Buy	+3,591	New	+$460K	﹤0.01%	877
2018 Q4	–	Sell	-168,337	Closed	-$8.74M	–	1331
2018 Q3	$8.74M	Sell	168,337 -38,574	-19%	-$2.02M	0.06%	324
2018 Q2	$10.6M	Buy	206,911 +33,221	+19%	+$1.58M	0.08%	290
2018 Q1	$7.83M	Buy	+173,690	New	+$7.8M	0.06%	339

Other funds holding IBUY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

United Capital Financial Advisors's IBUY Position: Q2 2021 in Review

United Capital Financial Advisors sold out of Amplify Online Retail ETF (IBUY) in Q2 2021, closing a stake of 3,591 shares — an estimated $446K sold.

United Capital Financial Advisors first reported a position in IBUY in Q1 2018 and held it in 4 quarters. The position peaked at $10.6M in Q2 2018. 155 funds tracked by Wall St. Rank hold IBUY as of Q2 2021.

United Capital Financial Advisors reported no remaining Amplify Online Retail ETF position as of Q2 2021 after selling out during the quarter.
United Capital Financial Advisors sold 3,591 Amplify Online Retail ETF shares in Q2 2021, an estimated $446K.
United Capital Financial Advisors first reported a position in Amplify Online Retail ETF in Q1 2018 and held it in 4 quarters.
United Capital Financial Advisors's Amplify Online Retail ETF position peaked at $10.6M in Q2 2018.
155 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.