Wagner Wealth Management (South Carolina)’s Amplify Online Retail ETF IBUY Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-25	Closed	-$1K	–	466
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	643
2022 Q2	$1K	Buy	+25	New	+$1.28K	﹤0.01%	659
2022 Q1	–	Sell	-25	Closed	-$2K	–	417
2021 Q4	$2K	Sell	25 -75	-75%	-$7.7K	﹤0.01%	630
2021 Q3	$11K	Hold	100	–	–	0.01%	459
2021 Q2	$13K	Hold	100	–	–	0.01%	455
2021 Q1	$12K	Buy	+100	New	+$12.8K	0.01%	442

Other funds holding IBUY

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s IBUY Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Amplify Online Retail ETF (IBUY) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in IBUY in Q1 2021 and held it in 6 quarters. The position peaked at $13K in Q2 2021. 79 funds tracked by Wall St. Rank hold IBUY as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Amplify Online Retail ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 25 Amplify Online Retail ETF shares in Q4 2022, an estimated $1K.
Wagner Wealth Management (South Carolina) first reported a position in Amplify Online Retail ETF in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Amplify Online Retail ETF position peaked at $13K in Q2 2021.
79 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.