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

Congress 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
2025 Q2	$745K	Buy	+12,440	New	+$683K	0.01%	790

Other funds holding IPAY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BFO

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Congress Wealth Management's IPAY Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Amplify Mobile Payments ETF (IPAY) in Q2 2025: 12,440 shares worth $745K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings.

84 funds tracked by Wall St. Rank hold IPAY as of Q2 2025.

Congress Wealth Management held 12,440 shares of Amplify Mobile Payments ETF worth $745K as of Q2 2025.
Amplify Mobile Payments ETF was a new Congress Wealth Management position in Q2 2025.
Amplify Mobile Payments ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #790 holding.
84 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.