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Evoke Wealth’s Amplify Mobile Payments ETF IPAY Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-1,958
Closed -$74K – 744
2022
Q3 		$74K Hold
1,958
– – ﹤0.01% 462
2022
Q2 		$77K Hold
1,958
– – ﹤0.01% 444
2022
Q1 		$102K Hold
1,958
– – ﹤0.01% 431
2021
Q4 		$114K Hold
1,958
– – ﹤0.01% 425
2021
Q3 		$132K Hold
1,958
– – 0.01% 391
2021
Q2 		$138K Buy
1,958
+83
+4% +$5.8K 0.01% 402
2021
Q1 		$125K Buy
1,875
+75
+4% +$5.08K 0.01% 355
2020
Q4 		$120K Hold
1,800
– – 0.01% 284
2020
Q3 		$98K Buy
+1,800
New +$96.2K 0.01% 286

Other funds holding IPAY

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Evoke Wealth's IPAY Position: Q4 2022 in Review

Evoke Wealth sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2022, closing a stake of 1,958 shares — an estimated $74K sold.

Evoke Wealth first reported a position in IPAY in Q3 2020 and held it in 9 quarters. The position peaked at $138K in Q2 2021. 141 funds tracked by Wall St. Rank hold IPAY as of Q4 2022.

  • Evoke Wealth reported no remaining Amplify Mobile Payments ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,958 Amplify Mobile Payments ETF shares in Q4 2022, an estimated $74K.
  • Evoke Wealth first reported a position in Amplify Mobile Payments ETF in Q3 2020 and held it in 9 quarters.
  • Evoke Wealth's Amplify Mobile Payments ETF position peaked at $138K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.