Creative Planning
IPAY icon

Creative Planning’s Amplify Mobile Payments ETF IPAY Stock Holding History

Creative Planning’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
Q2 		– Sell
-13,524
Closed -$705K – 2406
2022
Q1 		$705K Hold
13,524
– – ﹤0.01% 1156
2021
Q4 		$785K Sell
13,524
-5
-0% -$314 ﹤0.01% 1067
2021
Q3 		$915K Buy
13,529
+248
+2% +$17.5K ﹤0.01% 989
2021
Q2 		$935K Sell
13,281
-2,381
-15% -$166K ﹤0.01% 956
2021
Q1 		$1.05M Buy
15,662
+169
+1% +$11.4K ﹤0.01% 1006
2020
Q4 		$1.03M Buy
15,493
+1,531
+11% +$90.8K ﹤0.01% 935
2020
Q3 		$760K Sell
13,962
-357
-2% -$19.1K ﹤0.01% 919
2020
Q2 		$702K Buy
14,319
+220
+2% +$9.87K ﹤0.01% 888
2020
Q1 		$525K Sell
14,099
-182
-1% -$8.7K ﹤0.01% 916
2019
Q4 		$708K Sell
14,281
-200
-1% -$9.52K ﹤0.01% 944
2019
Q3 		$675K Buy
14,481
+325
+2% +$15.6K ﹤0.01% 924
2019
Q2 		$664K Buy
14,156
+71
+0.5% +$3.16K ﹤0.01% 929
2019
Q1 		$605K Sell
14,085
-100
-0.7% -$3.98K ﹤0.01% 940
2018
Q4 		$496K Sell
14,185
-252
-2% -$9.67K ﹤0.01% 969
2018
Q3 		$619K Sell
14,437
-133
-0.9% -$5.48K ﹤0.01% 971
2018
Q2 		$565K Buy
14,570
+1,160
+9% +$44K ﹤0.01% 1006
2018
Q1 		$487K Buy
13,410
+83
+0.6% +$3.06K ﹤0.01% 1102
2017
Q4 		$465K Buy
+13,327
New +$454K ﹤0.01% 1124
2017
Q3 		– Sell
-1,635
Closed -$49K – 2778
2017
Q2 		$49K Buy
1,635
+200
+14% +$5.77K ﹤0.01% 2524
2017
Q1 		$40K Buy
1,435
+1,000
+230% +$27.3K ﹤0.01% 2643
2016
Q4 		$11K Buy
+435
New +$10.9K ﹤0.01% 3484

Other funds holding IPAY

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Creative Planning's IPAY Position: Q2 2022 in Review

Creative Planning sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2022, closing a stake of 13,524 shares — an estimated $705K sold.

Creative Planning first reported a position in IPAY in Q4 2016 and held it in 21 quarters. The position peaked at $1.05M in Q1 2021. 149 funds tracked by Wall St. Rank hold IPAY as of Q2 2022.

  • Creative Planning reported no remaining Amplify Mobile Payments ETF position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 13,524 Amplify Mobile Payments ETF shares in Q2 2022, an estimated $705K.
  • Creative Planning first reported a position in Amplify Mobile Payments ETF in Q4 2016 and held it in 21 quarters.
  • Creative Planning's Amplify Mobile Payments ETF position peaked at $1.05M in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.