Baird Financial Group, Inc. IBUY β€” AMPLIFY ONLINE RETAIL ETF

Ownership history in Baird Financial Group, Inc.  Β·  4 quarters on record

AI Ownership Summary

Baird Financial Group, Inc. reported AMPLIFY ONLINE RETAIL ETF (IBUY) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows IBUY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBUY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baird Financial Group, Inc.'s position in AMPLIFY ONLINE RETAIL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBUY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBUY stock page Baird Financial Group, Inc. fund profile Baird Financial Group, Inc. full holdings
How Baird Financial Group, Inc. held IBUY β€” position size vs. price
% of Fund (quarterly)    IBUY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 13,671 -135 -1.0% 0.00% $1.0M 2025-11-13 $72.72
2025 Q2 REDUCED 5.3% +12.1% ❌ 13,806 -770 -5.3% 0.00% $953K 2025-08-13 $74.00
2025 Q1 REDUCED 8.9% +14.8% ❌ 14,576 -1,421 -8.9% 0.00% $877K 2025-05-15 $67.17
2024 Q4 INITIATED β€” β€” β€” 15,997 β€” β€” 0.00% $1.0M 2025-02-14 $73.92

🏒 Other funds also holding IBUY

As of 2026 Q1 β€” sorted by position size

Carter Financial Group, INC. 0.17% Swisher Financial Concepts, Inc. 0.15% Moran Wealth Management, LLC 3Y 0.07% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.02% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% FINANCIAL CONSULATE, INC 3Y 7Y 0.0% DHJJ Financial Advisors, Ltd. 3Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Baird Financial Group, Inc. and IBUY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baird Financial Group, Inc. reported owning IBUY?

Baird Financial Group, Inc. reported IBUY across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported IBUY position in Baird Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for IBUY was 0.00% in 2024 Q4.

What is the latest reported IBUY position on this page?

The most recent filing on this page is 2025 Q3, when Baird Financial Group, Inc. reported 13,671 shares, equal to 0.00% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IBUY ownership page compare?

The chart compares Baird Financial Group, Inc.'s quarterly IBUY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baird Financial Group, Inc. time their IBUY position?

Based on 13F filing dates vs. subsequent IBUY price moves, Baird Financial Group, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on IBUY relative to SPY over the holding period was -15.8%.

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