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Bison Wealth’s Amplify Mobile Payments ETF IPAY Stock Holding History

Bison Wealth’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
Q2 		– Sell
-450
Closed -$30K – 473
2021
Q1 		$30K Buy
+450
New +$30.5K 0.01% 343

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Bison Wealth's IPAY Position: Q2 2021 in Review

Bison Wealth sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2021, closing a stake of 450 shares — an estimated $30K sold.

Bison Wealth first reported a position in IPAY in Q1 2021 and held it in 1 quarter. The position peaked at $30K in Q1 2021. 174 funds tracked by Wall St. Rank hold IPAY as of Q2 2021.

  • Bison Wealth reported no remaining Amplify Mobile Payments ETF position as of Q2 2021 after selling out during the quarter.
  • Bison Wealth sold 450 Amplify Mobile Payments ETF shares in Q2 2021, an estimated $30K.
  • Bison Wealth first reported a position in Amplify Mobile Payments ETF in Q1 2021 and held it in 1 quarter.
  • Bison Wealth's Amplify Mobile Payments ETF position peaked at $30K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2021.

Based on Bison Wealth's 13F filing for Q2 2021, filed 2 Aug 2021.