WWM
IBUY icon

WJ Wealth Management’s Amplify Online Retail ETF IBUY Stock Holding History

WJ Wealth 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
2020
Q3 		– Sell
-14,063
Closed -$993K – 36
2020
Q2 		$993K Buy
+14,063
New +$828K 0.7% 20

Other funds holding IBUY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WJ Wealth Management's IBUY Position: Q3 2020 in Review

WJ Wealth Management sold out of Amplify Online Retail ETF (IBUY) in Q3 2020, closing a stake of 14,063 shares — an estimated $993K sold.

WJ Wealth Management first reported a position in IBUY in Q2 2020 and held it in 1 quarter. The position peaked at $993K in Q2 2020. 113 funds tracked by Wall St. Rank hold IBUY as of Q3 2020.

  • WJ Wealth Management reported no remaining Amplify Online Retail ETF position as of Q3 2020 after selling out during the quarter.
  • WJ Wealth Management sold 14,063 Amplify Online Retail ETF shares in Q3 2020, an estimated $993K.
  • WJ Wealth Management first reported a position in Amplify Online Retail ETF in Q2 2020 and held it in 1 quarter.
  • WJ Wealth Management's Amplify Online Retail ETF position peaked at $993K in Q2 2020.
  • 113 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.