Core Wealth Advisors (Florida)’s Amplify Mobile Payments ETF IPAY Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q1	–	Sell	-324	Closed	-$15K	–	267
2023 Q4	$15K	Hold	324	–	–	0.01%	156
2023 Q3	$12.7K	Hold	324	–	–	0.01%	139
2023 Q2	$13.8K	Hold	324	–	–	0.01%	136
2023 Q1	$13.5K	Hold	324	–	–	0.01%	133
2022 Q4	$12.7K	Hold	324	–	–	0.01%	145
2022 Q3	$12K	Hold	324	–	–	0.01%	131
2022 Q2	$13K	Hold	324	–	–	0.01%	130
2022 Q1	$17K	Hold	324	–	–	0.01%	127
2021 Q4	$19K	Hold	324	–	–	0.01%	133
2021 Q3	$22K	Hold	324	–	–	0.01%	105
2021 Q2	$23K	Hold	324	–	–	0.02%	95
2021 Q1	$22K	Hold	324	–	–	0.02%	90
2020 Q4	$22K	Hold	324	–	–	0.02%	89
2020 Q3	$18K	Hold	324	–	–	0.02%	81
2020 Q2	$16K	Hold	324	–	–	0.01%	81
2020 Q1	$12K	Hold	324	–	–	0.01%	83
2019 Q4	$16K	Buy	+324	New	+$15.4K	0.01%	80

Other funds holding IPAY

RJFSA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

FCC

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

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

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IPAY Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2024, closing a stake of 324 shares — an estimated $15K sold.

Core Wealth Advisors (Florida) first reported a position in IPAY in Q4 2019 and held it in 17 quarters. The position peaked at $23K in Q2 2021. 81 funds tracked by Wall St. Rank hold IPAY as of Q1 2024.

Core Wealth Advisors (Florida) reported no remaining Amplify Mobile Payments ETF position as of Q1 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 324 Amplify Mobile Payments ETF shares in Q1 2024, an estimated $15K.
Core Wealth Advisors (Florida) first reported a position in Amplify Mobile Payments ETF in Q4 2019 and held it in 17 quarters.
Core Wealth Advisors (Florida)'s Amplify Mobile Payments ETF position peaked at $23K in Q2 2021.
81 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.