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

Concentrum 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
2020
Q1 		– Sell
-19,416
Closed -$962K – 43
2019
Q4 		$962K Buy
19,416
+107
+0.6% +$5.09K 1.08% 11
2019
Q3 		$900K Sell
19,309
-1
-0% -$48 1.14% 11
2019
Q2 		$906K Buy
+19,310
New +$859K 1.09% 11

Other funds holding IPAY

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Concentrum Wealth Management's IPAY Position: Q1 2020 in Review

Concentrum Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2020, closing a stake of 19,416 shares — an estimated $962K sold.

Concentrum Wealth Management first reported a position in IPAY in Q2 2019 and held it in 3 quarters. The position peaked at $962K in Q4 2019. 103 funds tracked by Wall St. Rank hold IPAY as of Q1 2020.

  • Concentrum Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q1 2020 after selling out during the quarter.
  • Concentrum Wealth Management sold 19,416 Amplify Mobile Payments ETF shares in Q1 2020, an estimated $962K.
  • Concentrum Wealth Management first reported a position in Amplify Mobile Payments ETF in Q2 2019 and held it in 3 quarters.
  • Concentrum Wealth Management's Amplify Mobile Payments ETF position peaked at $962K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2020.

Based on Concentrum Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.