Carson Wealth (CWM LLC)
IPAY icon

Carson Wealth (CWM LLC)’s Amplify Mobile Payments ETF IPAY Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$220K Sell
5,140
-661
-11% -$31.1K ﹤0.01% 2660
2025
Q4 		$302K Sell
5,801
-2,762
-32% -$149K ﹤0.01% 2251
2025
Q3 		$489K Sell
8,563
-72
-0.8% -$4.25K ﹤0.01% 1816
2025
Q2 		$517K Hold
8,635
– – ﹤0.01% 1573
2025
Q1 		$459K Buy
8,635
+1,091
+14% +$62.9K ﹤0.01% 1484
2024
Q4 		$437K Sell
7,544
-1,287
-15% -$73.8K ﹤0.01% 1436
2024
Q3 		$462K Sell
8,831
-318
-3% -$15.7K ﹤0.01% 1347
2024
Q2 		$428K Buy
9,149
+94
+1% +$4.57K ﹤0.01% 1254
2024
Q1 		$477K Buy
9,055
+249
+3% +$12K ﹤0.01% 1158
2023
Q4 		$409K Sell
8,806
-200
-2% -$8.15K ﹤0.01% 1132
2023
Q3 		$352K Sell
9,006
-183
-2% -$7.74K ﹤0.01% 1100
2023
Q2 		$392K Buy
9,189
+43
+0.5% +$1.79K ﹤0.01% 1017
2023
Q1 		$381K Buy
9,146
+340
+4% +$14.4K ﹤0.01% 976
2022
Q4 		$346K Sell
8,806
-569
-6% -$22.6K ﹤0.01% 911
2022
Q3 		$354K Sell
9,375
-236
-2% -$10K ﹤0.01% 851
2022
Q2 		$376K Sell
9,611
-2,152
-18% -$96.7K ﹤0.01% 818
2022
Q1 		$613K Sell
11,763
-3,241
-22% -$169K ﹤0.01% 669
2021
Q4 		$871K Buy
+15,004
New +$941K 0.01% 603
2021
Q2 		$888K Hold
12,614
– – 0.01% 584
2021
Q1 		$888K Hold
12,614
– – 0.01% 584
2020
Q4 		$888K Hold
12,614
– – 0.01% 584
2020
Q3 		$888K Hold
12,614
– – 0.01% 584
2020
Q2 		$888K Hold
12,614
– – 0.01% 584
2020
Q1 		$888K Hold
12,614
– – 0.01% 584
2019
Q4 		$888K Hold
12,614
– – 0.01% 584
2019
Q3 		$888K Hold
12,614
– – 0.01% 584
2019
Q2 		$888K Hold
12,614
– – 0.01% 584
2019
Q1 		$888K Buy
+12,614
New +$503K 0.01% 584

Other funds holding IPAY

SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
NG
Northstar Group New York $777M AUM 17.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IPAY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Amplify Mobile Payments ETF (IPAY) stake by 11% in Q1 2026, selling an estimated $31.1K and leaving 5,140 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Carson Wealth (CWM LLC) first reported a position in IPAY in Q1 2019 and has held it in 28 quarters since. The position peaked at $888K in Q2 2021. 76 funds tracked by Wall St. Rank hold IPAY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,140 shares of Amplify Mobile Payments ETF worth $220K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 661 Amplify Mobile Payments ETF shares in Q1 2026, an estimated $31.1K.
  • Amplify Mobile Payments ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2660 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify Mobile Payments ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Amplify Mobile Payments ETF position peaked at $888K in Q2 2021.
  • 76 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.