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Cox Capital Management’s Amplify Mobile Payments ETF IPAY Stock Holding History

Cox Capital 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
2022
Q1 		– Sell
-21,180
Closed -$1.23M – 73
2021
Q4 		$1.23M Buy
+21,180
New +$1.33M 0.73% 56

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LPL Financial
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BFO
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USCWA
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CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cox Capital Management's IPAY Position: Q1 2022 in Review

Cox Capital Management sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 21,180 shares — an estimated $1.23M sold.

Cox Capital Management first reported a position in IPAY in Q4 2021 and held it in 1 quarter. The position peaked at $1.23M in Q4 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

  • Cox Capital Management reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
  • Cox Capital Management sold 21,180 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $1.23M.
  • Cox Capital Management first reported a position in Amplify Mobile Payments ETF in Q4 2021 and held it in 1 quarter.
  • Cox Capital Management's Amplify Mobile Payments ETF position peaked at $1.23M in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Cox Capital Management's 13F filing for Q1 2022, filed 5 Apr 2022.