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Confluence Wealth Services’s Amplify Mobile Payments ETF IPAY Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-25
Closed -$1K – 681
2021
Q4 		$1K Buy
+25
New +$1.57K ﹤0.01% 1192

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BFO
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USCWA
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CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
SC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Confluence Wealth Services's IPAY Position: Q1 2022 in Review

Confluence Wealth Services sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in IPAY in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

  • Confluence Wealth Services reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 25 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $1K.
  • Confluence Wealth Services first reported a position in Amplify Mobile Payments ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Amplify Mobile Payments ETF position peaked at $1K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.