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Beacon Financial Advisory’s Amplify Mobile Payments ETF IPAY Stock Holding History

Beacon Financial Advisory’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
-3,001
Closed -$203K – 248
2021
Q3 		$203K Hold
3,001
– – 0.11% 224
2021
Q2 		$211K Hold
3,001
– – 0.11% 211
2021
Q1 		$200K Buy
+3,001
New +$203K 0.11% 217

Other funds holding IPAY

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
National Bank of Canada
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
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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Beacon Financial Advisory's IPAY Position: Q4 2021 in Review

Beacon Financial Advisory sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 3,001 shares — an estimated $203K sold.

Beacon Financial Advisory first reported a position in IPAY in Q1 2021 and held it in 3 quarters. The position peaked at $211K in Q2 2021. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

  • Beacon Financial Advisory reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 3,001 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $203K.
  • Beacon Financial Advisory first reported a position in Amplify Mobile Payments ETF in Q1 2021 and held it in 3 quarters.
  • Beacon Financial Advisory's Amplify Mobile Payments ETF position peaked at $211K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on Beacon Financial Advisory's 13F filing for Q4 2021, filed 21 Jan 2022.