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

Capital Advisors 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
2021
Q4 		– Sell
-10,722
Closed -$726K – 121
2021
Q3 		$726K Buy
+10,722
New +$757K 0.26% 53

Other funds holding IPAY

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Jane Street
Jane Street New York $777B AUM 61.18% 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
National Bank of Canada
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
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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Capital Advisors Wealth Management's IPAY Position: Q4 2021 in Review

Capital Advisors Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 10,722 shares — an estimated $726K sold.

Capital Advisors Wealth Management first reported a position in IPAY in Q3 2021 and held it in 1 quarter. The position peaked at $726K in Q3 2021. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

  • Capital Advisors Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 10,722 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $726K.
  • Capital Advisors Wealth Management first reported a position in Amplify Mobile Payments ETF in Q3 2021 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Amplify Mobile Payments ETF position peaked at $726K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.