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Winslow Evans & Crocker’s Amplify Online Retail ETF IBUY Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$277K Buy
2,425
+250
+11% +$25.4K 0.05% 284
2020
Q3 		$192K Buy
+2,175
New +$185K 0.05% 272
2018
Q4 		– Sell
-750
Closed -$40K – 1114
2018
Q3 		$40K Buy
750
+274
+58% +$14.4K 0.01% 527
2018
Q2 		$26K Buy
+476
New +$22.6K 0.01% 627

Other funds holding IBUY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
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
WAM
WNY Asset Management Williamsville, New York $967M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Winslow Evans & Crocker's IBUY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Amplify Online Retail ETF (IBUY) stake by 11% in Q4 2020, buying an estimated $25.4K and bringing the position to 2,425 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #284.

Winslow Evans & Crocker first reported a position in IBUY in Q2 2018 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold IBUY as of Q4 2020.

  • Winslow Evans & Crocker held 2,425 shares of Amplify Online Retail ETF worth $277K as of Q4 2020.
  • Winslow Evans & Crocker bought 250 Amplify Online Retail ETF shares in Q4 2020, an estimated $25.4K.
  • Amplify Online Retail ETF made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #284 holding.
  • Winslow Evans & Crocker first reported a position in Amplify Online Retail ETF in Q2 2018 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.