CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-1,961
Closed -$77K – 3039
2022
Q2 		$77K Buy
+1,961
New +$88.1K ﹤0.01% 2413
2022
Q1 		– Sell
-14
Closed -$1K – 5019
2021
Q4 		$1K Buy
+14
New +$878 ﹤0.01% 4580
2019
Q1 		– Sell
-11
Closed – – 1850
2018
Q4 		$0 Buy
+11
New +$422 ﹤0.01% 1624

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USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors's IPAY Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2022, closing a stake of 1,961 shares — an estimated $77K sold.

CAPTRUST Financial Advisors first reported a position in IPAY in Q4 2018 and held it in 3 quarters. The position peaked at $77K in Q2 2022. 135 funds tracked by Wall St. Rank hold IPAY as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Amplify Mobile Payments ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,961 Amplify Mobile Payments ETF shares in Q3 2022, an estimated $77K.
  • CAPTRUST Financial Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2018 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Amplify Mobile Payments ETF position peaked at $77K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.