Center for Financial Planning’s Amplify Mobile Payments ETF IPAY Stock Holding History

Center for Financial Planning’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
2023 Q2	–	Sell	-500	Closed	-$20.8K	–	579
2023 Q1	$20.8K	Hold	500	–	–	﹤0.01%	293
2022 Q4	$19.6K	Hold	500	–	–	﹤0.01%	291
2022 Q3	$19K	Hold	500	–	–	0.01%	297
2022 Q2	$20K	Hold	500	–	–	0.01%	293
2022 Q1	$26K	Hold	500	–	–	0.01%	287
2021 Q4	$29K	Sell	500 -200	-29%	-$12.5K	0.01%	282
2021 Q3	$47K	Hold	700	–	–	0.01%	225
2021 Q2	$49K	Hold	700	–	–	0.01%	220
2021 Q1	$47K	Hold	700	–	–	0.01%	214
2020 Q4	$47K	Buy	+700	New	+$41.5K	0.01%	207

Other funds holding IPAY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BFO

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Center for Financial Planning's IPAY Position: Q2 2023 in Review

Center for Financial Planning sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2023, closing a stake of 500 shares — an estimated $20.8K sold.

Center for Financial Planning first reported a position in IPAY in Q4 2020 and held it in 10 quarters. The position peaked at $49K in Q2 2021. 113 funds tracked by Wall St. Rank hold IPAY as of Q2 2023.

Center for Financial Planning reported no remaining Amplify Mobile Payments ETF position as of Q2 2023 after selling out during the quarter.
Center for Financial Planning sold 500 Amplify Mobile Payments ETF shares in Q2 2023, an estimated $20.8K.
Center for Financial Planning first reported a position in Amplify Mobile Payments ETF in Q4 2020 and held it in 10 quarters.
Center for Financial Planning's Amplify Mobile Payments ETF position peaked at $49K in Q2 2021.
113 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.