Swisher Financial Concepts, Inc. IBUY — AMPLIFY ETF TR

Ownership history in Swisher Financial Concepts, Inc.  ·  7 quarters on record

AI Ownership Summary

Swisher Financial Concepts, Inc. reported AMPLIFY ETF TR (IBUY) in 7 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2023 Q4. The latest visible filing shows IBUY at 0.15% 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 Swisher Financial Concepts, Inc.'s position in AMPLIFY ETF TR, 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
2026 Q1

IBUY was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Swisher Financial Concepts, Inc. fund profile Swisher Financial Concepts, Inc. full holdings
How Swisher Financial Concepts, Inc. held IBUY — position size vs. price
% of Fund (quarterly)    IBUY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,255 -85 -2.0% 0.15% $266K 2026-04-16 $68.82
2025 Q4 REDUCED 6.6% -16.0% ✅ 4,340 -306 -6.6% 0.18% $323K 2026-02-10 $68.18
2025 Q3 REDUCED — — — 4,646 -156 -3.2% 0.21% $354K 2025-10-20 $74.55
2025 Q2 REDUCED 22.7% +12.1% ❌ 4,802 -1,408 -22.7% 0.21% $331K 2025-07-16 $69.27
2024 Q3 REDUCED 11.4% +6.8% ❌ 6,210 -798 -11.4% 0.23% $369K 2024-11-05 $62.86
2024 Q1 REDUCED 6.3% -6.2% ✅ 7,008 -468 -6.3% 0.34% $392K 2024-04-23 $54.20
2023 Q4 INITIATED — — — 7,476 — — 0.36% $374K 2024-02-13 $51.58

🏢 Other funds also holding IBUY

As of 2026 Q1 — sorted by position size

SFI Advisors, LLC 3Y 2.54% Carter Financial Group, INC. 0.17% Moran Wealth Management, LLC 3Y 0.07% Ameritas Advisory Services, LLC 3Y 0.03% FLOW TRADERS U.S. LLC 3Y 7Y 0.02% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.02% INTEGRITY ALLIANCE, LLC. 0.01% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.01% Golden State Wealth Management, LLC 3Y 0.0% Elevated Capital Advisors, LLC 3Y 0.0%

FAQ About Swisher Financial Concepts, 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 Swisher Financial Concepts, Inc. reported owning IBUY?

Swisher Financial Concepts, Inc. reported IBUY across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for IBUY was 0.36% in 2023 Q4.

What is the latest reported IBUY position on this page?

The most recent filing on this page is 2026 Q1, when Swisher Financial Concepts, Inc. reported 4,255 shares, equal to 0.15% of portfolio, with an estimated market value of $266K.

What does the chart on this IBUY ownership page compare?

The chart compares Swisher Financial Concepts, 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 Swisher Financial Concepts, Inc. time their IBUY position?

Based on 13F filing dates vs. subsequent IBUY price moves, Swisher Financial Concepts, Inc. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on IBUY relative to SPY over the holding period was -6.4%.

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