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. 76 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.
  • 76 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.