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

BDO 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	-550	Closed	-$37K	–	1117
2021 Q3	$37K	Hold	550	–	–	﹤0.01%	493
2021 Q2	$39K	Buy	+550	New	+$38.4K	﹤0.01%	497
2020 Q3	–	Sell	-200	Closed	-$10K	–	914
2020 Q2	$10K	Hold	200	–	–	﹤0.01%	499
2020 Q1	$7K	Hold	200	–	–	﹤0.01%	578
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	434
2019 Q3	$9K	Hold	200	–	–	﹤0.01%	460
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	451
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	436
2018 Q4	$7K	Hold	200	–	–	﹤0.01%	437
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	468
2018 Q2	$8K	Buy	+200	New	+$7.59K	﹤0.01%	483

Other funds holding IPAY

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

BFO

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 550 shares — an estimated $37K sold.

BDO Wealth Advisors first reported a position in IPAY in Q2 2018 and held it in 11 quarters. The position peaked at $39K in Q2 2021. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

BDO Wealth Advisors reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
BDO Wealth Advisors sold 550 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $37K.
BDO Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q2 2018 and held it in 11 quarters.
BDO Wealth Advisors's Amplify Mobile Payments ETF position peaked at $39K in Q2 2021.
185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.