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

Brewin Dolphin 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
2022 Q2	$887K	Hold	22,666	–	–	0.1%	76
2022 Q1	$1.18M	Buy	22,666 +3,000	+15%	+$156K	0.13%	69
2021 Q4	$1.14M	Buy	19,666 +500	+3%	+$31.4K	0.12%	72
2021 Q3	$1.3M	Buy	19,166 +165	+0.9%	+$11.6K	0.15%	69
2021 Q2	$1.34M	Buy	19,001 +6,295	+50%	+$440K	0.16%	66
2021 Q1	$849K	Buy	12,706 +3,506	+38%	+$238K	0.13%	71
2020 Q4	$612K	Hold	9,200	–	–	0.1%	74
2020 Q3	$500K	Buy	9,200 +60	+0.7%	+$3.21K	0.09%	78
2020 Q2	$448K	Hold	9,140	–	–	0.1%	80
2020 Q1	$341K	Buy	+9,140	New	+$437K	0.18%	59

Other funds holding IPAY

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

BFO

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Brewin Dolphin Wealth Management's IPAY Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Amplify Mobile Payments ETF (IPAY) position steady in Q2 2022 at 22,666 shares worth $887K. The position accounts for 0.1% of the portfolio, ranked #76.

Brewin Dolphin Wealth Management first reported a position in IPAY in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.34M in Q2 2021. 149 funds tracked by Wall St. Rank hold IPAY as of Q2 2022.

Brewin Dolphin Wealth Management held 22,666 shares of Amplify Mobile Payments ETF worth $887K as of Q2 2022.
Brewin Dolphin Wealth Management left its Amplify Mobile Payments ETF share count unchanged in Q2 2022.
Amplify Mobile Payments ETF made up 0.1% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #76 holding.
Brewin Dolphin Wealth Management first reported a position in Amplify Mobile Payments ETF in Q1 2020 and has held it in 10 quarters since.
Brewin Dolphin Wealth Management's Amplify Mobile Payments ETF position peaked at $1.34M in Q2 2021.
149 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.