CAL
IPAY icon

Capital Advisors Ltd’s Amplify Mobile Payments ETF IPAY Stock Holding History

Capital Advisors Ltd’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 		– Sell
-56
Closed -$3K – 1154
2022
Q1 		$3K Hold
56
– – ﹤0.01% 612
2021
Q4 		$3K Hold
56
– – ﹤0.01% 591
2021
Q3 		$4K Hold
56
– – ﹤0.01% 479
2021
Q2 		$4K Buy
+56
New +$3.91K ﹤0.01% 459

Other funds holding IPAY

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Advisors Ltd's IPAY Position: Q2 2022 in Review

Capital Advisors Ltd sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2022, closing a stake of 56 shares — an estimated $3K sold.

Capital Advisors Ltd first reported a position in IPAY in Q2 2021 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 149 funds tracked by Wall St. Rank hold IPAY as of Q2 2022.

  • Capital Advisors Ltd reported no remaining Amplify Mobile Payments ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 56 Amplify Mobile Payments ETF shares in Q2 2022, an estimated $3K.
  • Capital Advisors Ltd first reported a position in Amplify Mobile Payments ETF in Q2 2021 and held it in 4 quarters.
  • Capital Advisors Ltd's Amplify Mobile Payments ETF position peaked at $4K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2022.

Based on Capital Advisors Ltd's 13F filing for Q2 2022, filed 5 Aug 2022.