AAS
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Avantax Advisory Services’s Amplify Mobile Payments ETF IPAY Stock Holding History

Avantax Advisory Services’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
2023
Q3 		– Sell
-4,715
Closed -$201K – 1583
2023
Q2 		$201K Sell
4,715
-2,163
-31% -$90K ﹤0.01% 1402
2023
Q1 		$287K Sell
6,878
-1,613
-19% -$68.2K ﹤0.01% 1177
2022
Q4 		$333K Sell
8,491
-5,051
-37% -$200K ﹤0.01% 1049
2022
Q3 		$511K Sell
13,542
-3,581
-21% -$152K 0.01% 763
2022
Q2 		$670K Buy
17,123
+678
+4% +$30.5K 0.01% 665
2022
Q1 		$853K Buy
16,445
+2,520
+18% +$131K 0.01% 596
2021
Q4 		$808K Buy
13,925
+1,563
+13% +$98.1K 0.01% 594
2021
Q3 		$833K Buy
12,362
+1,071
+9% +$75.6K 0.01% 545
2021
Q2 		$793K Sell
11,291
-1,480
-12% -$103K 0.01% 536
2021
Q1 		$851K Buy
12,771
+1,599
+14% +$108K 0.02% 469
2020
Q4 		$744K Sell
11,172
-1,834
-14% -$109K 0.02% 435
2020
Q3 		$707K Buy
13,006
+6,677
+105% +$357K 0.01% 670
2020
Q2 		$311K Sell
6,329
-3,052
-33% -$137K 0.01% 618
2020
Q1 		$352K Sell
9,381
-15,312
-62% -$732K 0.01% 528
2019
Q4 		$1.22M Buy
+24,693
New +$1.18M 0.03% 298

Other funds holding IPAY

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avantax Advisory Services's IPAY Position: Q3 2023 in Review

Avantax Advisory Services sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2023, closing a stake of 4,715 shares — an estimated $201K sold.

Avantax Advisory Services first reported a position in IPAY in Q4 2019 and held it in 15 quarters. The position peaked at $1.22M in Q4 2019. 105 funds tracked by Wall St. Rank hold IPAY as of Q3 2023.

  • Avantax Advisory Services reported no remaining Amplify Mobile Payments ETF position as of Q3 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 4,715 Amplify Mobile Payments ETF shares in Q3 2023, an estimated $201K.
  • Avantax Advisory Services first reported a position in Amplify Mobile Payments ETF in Q4 2019 and held it in 15 quarters.
  • Avantax Advisory Services's Amplify Mobile Payments ETF position peaked at $1.22M in Q4 2019.
  • 105 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.