Activest Wealth Management’s Amplify Mobile Payments ETF IPAY Stock Holding History

Activest Wealth Management’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
2024 Q4	–	Sell	-425	Closed	-$24.4K	–	917
2024 Q3	$22.2K	Buy	+425	New	+$20.9K	0.01%	244
2023 Q4	–	Sell	-36	Closed	-$1.47K	–	356
2023 Q3	$1.41K	Buy	+36	New	+$1.52K	﹤0.01%	286
2023 Q2	–	Sell	-36	Closed	-$1.48K	–	348
2023 Q1	$1.48K	Sell	36 -7,565	-100%	-$320K	﹤0.01%	266
2022 Q4	$299K	Sell	7,601 -2,202	-22%	-$87.3K	0.09%	68
2022 Q3	$370K	Buy	9,803 +7,635	+352%	+$325K	0.12%	56
2022 Q2	$85K	Buy	2,168 +934	+76%	+$42K	0.06%	70
2022 Q1	$64K	Sell	1,234 -209	-14%	-$10.9K	0.04%	87
2021 Q4	$84K	Buy	1,443 +511	+55%	+$32.1K	0.05%	84
2021 Q3	$63K	Buy	932 +141	+18%	+$9.95K	0.04%	104
2021 Q2	$56K	Buy	791 +195	+33%	+$13.6K	0.04%	96
2021 Q1	$40K	Buy	+596	New	+$40.4K	0.03%	108

Other funds holding IPAY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Activest Wealth Management's IPAY Position: Q4 2024 in Review

Activest Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2024, closing a stake of 425 shares — an estimated $24.4K sold.

Activest Wealth Management first reported a position in IPAY in Q1 2021 and held it in 11 quarters. The position peaked at $370K in Q3 2022. 87 funds tracked by Wall St. Rank hold IPAY as of Q4 2024.

Activest Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q4 2024 after selling out during the quarter.
Activest Wealth Management sold 425 Amplify Mobile Payments ETF shares in Q4 2024, an estimated $24.4K.
Activest Wealth Management first reported a position in Amplify Mobile Payments ETF in Q1 2021 and held it in 11 quarters.
Activest Wealth Management's Amplify Mobile Payments ETF position peaked at $370K in Q3 2022.
87 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2024.

Based on Activest Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.