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CIC Wealth’s Amplify Mobile Payments ETF IPAY Stock Holding History

CIC Wealth’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
Q3 		– Sell
-5,524
Closed -$236K – 155
2023
Q2 		$236K Sell
5,524
-4,311
-44% -$179K 0.08% 139
2023
Q1 		$410K Sell
9,835
-574
-6% -$24.3K 0.15% 101
2022
Q4 		$409K Buy
+10,409
New +$413K 0.17% 101

Other funds holding IPAY

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIC Wealth's IPAY Position: Q3 2023 in Review

CIC Wealth sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2023, closing a stake of 5,524 shares — an estimated $236K sold.

CIC Wealth first reported a position in IPAY in Q4 2022 and held it in 3 quarters. The position peaked at $410K in Q1 2023. 105 funds tracked by Wall St. Rank hold IPAY as of Q3 2023.

  • CIC Wealth reported no remaining Amplify Mobile Payments ETF position as of Q3 2023 after selling out during the quarter.
  • CIC Wealth sold 5,524 Amplify Mobile Payments ETF shares in Q3 2023, an estimated $236K.
  • CIC Wealth first reported a position in Amplify Mobile Payments ETF in Q4 2022 and held it in 3 quarters.
  • CIC Wealth's Amplify Mobile Payments ETF position peaked at $410K in Q1 2023.
  • 105 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2023.

Based on CIC Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.