AWA
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Acorn Wealth Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

Acorn Wealth Advisors’s Portfolio IPAY Stock Details IPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,199
Closed -$216K – 182
2021
Q3 		$216K Buy
3,199
+148
+5% +$10.4K 0.15% 161
2021
Q2 		$215K Buy
+3,051
New +$213K 0.15% 153

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Acorn Wealth Advisors's IPAY Position: Q4 2021 in Review

Acorn Wealth Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 3,199 shares — an estimated $216K sold.

Acorn Wealth Advisors first reported a position in IPAY in Q2 2021 and held it in 2 quarters. The position peaked at $216K in Q3 2021. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

  • Acorn Wealth Advisors reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,199 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $216K.
  • Acorn Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q2 2021 and held it in 2 quarters.
  • Acorn Wealth Advisors's Amplify Mobile Payments ETF position peaked at $216K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on Acorn Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.