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

Arete 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
2025 Q2	–	Sell	-4,197	Closed	-$223K	–	775
2025 Q1	$223K	Buy	+4,197	New	+$242K	0.02%	639
2023 Q2	–	Sell	-9,968	Closed	-$340K	–	709
2023 Q1	$340K	Buy	9,968 +66	+0.7%	+$2.79K	0.03%	442
2022 Q4	$331K	Buy	+9,902	New	+$393K	0.03%	431
2022 Q1	–	Sell	-3,782	Closed	-$224K	–	531
2021 Q4	$224K	Sell	3,782 -1,912	-34%	-$120K	0.02%	448
2021 Q3	$385K	Hold	5,694	–	–	0.04%	288
2021 Q2	$401K	Sell	5,694 -92	-2%	-$6.43K	0.06%	230
2021 Q1	$386K	Sell	5,786 -2,132	-27%	-$144K	0.05%	279
2020 Q4	$527K	Hold	7,918	–	–	0.07%	224
2020 Q3	$433K	Sell	7,918 -67	-0.8%	-$3.58K	0.07%	228
2020 Q2	$392K	Buy	+7,985	New	+$358K	0.07%	253

Other funds holding IPAY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Arete Wealth Advisors's IPAY Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2025, closing a stake of 4,197 shares — an estimated $223K sold.

Arete Wealth Advisors first reported a position in IPAY in Q2 2020 and held it in 10 quarters. The position peaked at $527K in Q4 2020. 84 funds tracked by Wall St. Rank hold IPAY as of Q2 2025.

Arete Wealth Advisors reported no remaining Amplify Mobile Payments ETF position as of Q2 2025 after selling out during the quarter.
Arete Wealth Advisors sold 4,197 Amplify Mobile Payments ETF shares in Q2 2025, an estimated $223K.
Arete Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q2 2020 and held it in 10 quarters.
Arete Wealth Advisors's Amplify Mobile Payments ETF position peaked at $527K in Q4 2020.
84 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.