Everhart Financial Group’s Amplify Mobile Payments ETF IPAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-13,870
Closed -$722K – 474
2025
Q4
$722K Buy
+13,870
New +$748K 0.07% 208

Other funds holding IPAY

Everhart Financial Group's IPAY Position: Q1 2026 in Review

Everhart Financial Group sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2026, closing a stake of 13,870 shares — an estimated $722K sold.

Everhart Financial Group first reported a position in IPAY in Q4 2025 and held it in 1 quarter. The position peaked at $722K in Q4 2025. 77 funds tracked by Wall St. Rank hold IPAY as of Q1 2026.

  • Everhart Financial Group reported no remaining Amplify Mobile Payments ETF position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 13,870 Amplify Mobile Payments ETF shares in Q1 2026, an estimated $722K.
  • Everhart Financial Group first reported a position in Amplify Mobile Payments ETF in Q4 2025 and held it in 1 quarter.
  • Everhart Financial Group's Amplify Mobile Payments ETF position peaked at $722K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.