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BerganKDV Wealth Management’s Amplify Mobile Payments ETF IPAY Stock Holding History

BerganKDV Wealth Management’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
2020
Q1 		– Sell
-125
Closed -$6K – 965
2019
Q4 		$6K Hold
125
– – ﹤0.01% 594
2019
Q3 		$6K Sell
125
-250
-67% -$12K ﹤0.01% 544
2019
Q2 		$18K Buy
375
+125
+50% +$5.56K ﹤0.01% 439
2019
Q1 		$11K Hold
250
– – ﹤0.01% 521
2018
Q4 		$9K Buy
+250
New +$9.6K ﹤0.01% 493

Other funds holding IPAY

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BerganKDV Wealth Management's IPAY Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2020, closing a stake of 125 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in IPAY in Q4 2018 and held it in 5 quarters. The position peaked at $18K in Q2 2019. 102 funds tracked by Wall St. Rank hold IPAY as of Q1 2020.

  • BerganKDV Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q1 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 125 Amplify Mobile Payments ETF shares in Q1 2020, an estimated $6K.
  • BerganKDV Wealth Management first reported a position in Amplify Mobile Payments ETF in Q4 2018 and held it in 5 quarters.
  • BerganKDV Wealth Management's Amplify Mobile Payments ETF position peaked at $18K in Q2 2019.
  • 102 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.