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

Beam 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	-8,648	Closed	-$585K	–	111
2021 Q3	$585K	Sell	8,648 -755	-8%	-$53.3K	0.5%	64
2021 Q2	$662K	Buy	9,403 +89	+1%	+$6.22K	0.57%	56
2021 Q1	$622K	Buy	9,314 +1,254	+16%	+$85K	0.55%	65
2020 Q4	$536K	Buy	8,060 +153	+2%	+$9.08K	0.51%	68
2020 Q3	$430K	Sell	7,907 -434	-5%	-$23.2K	0.4%	77
2020 Q2	$425K	Buy	8,341 +319	+4%	+$14.3K	0.43%	72
2020 Q1	$299K	Buy	8,022 +3,264	+69%	+$156K	0.3%	105
2019 Q4	$236K	Buy	+4,758	New	+$226K	0.22%	129

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

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

Beam Wealth Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 8,648 shares — an estimated $585K sold.

Beam Wealth Advisors first reported a position in IPAY in Q4 2019 and held it in 8 quarters. The position peaked at $662K in Q2 2021. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

Beam Wealth Advisors reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 8,648 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $585K.
Beam Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's Amplify Mobile Payments ETF position peaked at $662K in Q2 2021.
185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.