EWA
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Exencial Wealth Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

Exencial Wealth Advisors’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
2026
Q1 		$260K Buy
6,072
+151
+3% +$7.09K 0.01% 508
2025
Q4 		$308K Buy
5,921
+208
+4% +$11.2K 0.01% 463
2025
Q3 		$326K Buy
5,713
+96
+2% +$5.67K 0.01% 439
2025
Q2 		$337K Sell
5,617
-1,340
-19% -$73.6K 0.01% 422
2025
Q1 		$370K Sell
6,957
-194
-3% -$11.2K 0.01% 402
2024
Q4 		$415K Buy
7,151
+114
+2% +$6.53K 0.02% 390
2024
Q3 		$368K Sell
7,037
-315
-4% -$15.5K 0.01% 409
2024
Q2 		$344K Sell
7,352
-457
-6% -$22.2K 0.01% 413
2024
Q1 		$411K Sell
7,809
-697
-8% -$33.5K 0.02% 391
2023
Q4 		$395K Sell
8,506
-182
-2% -$7.42K 0.02% 381
2023
Q3 		$340K Sell
8,688
-173
-2% -$7.32K 0.02% 346
2023
Q2 		$378K Sell
8,861
-468
-5% -$19.5K 0.02% 336
2023
Q1 		$389K Sell
9,329
-904
-9% -$38.2K 0.02% 321
2022
Q4 		$402K Buy
10,233
+81
+0.8% +$3.21K 0.02% 321
2022
Q3 		$383K Sell
10,152
-353
-3% -$15K 0.02% 313
2022
Q2 		$411K Buy
10,505
+101
+1% +$4.54K 0.02% 293
2022
Q1 		$542K Buy
10,404
+2,461
+31% +$128K 0.03% 283
2021
Q4 		$461K Buy
+7,943
New +$498K 0.02% 326
2021
Q3 		– Sell
-6,669
Closed -$470K – 391
2021
Q2 		$470K Buy
6,669
+1,265
+23% +$88.4K 0.03% 322
2021
Q1 		$361K Sell
5,404
-75
-1% -$5.08K 0.02% 326
2020
Q4 		$364K Sell
5,479
-6,665
-55% -$395K 0.02% 282
2020
Q3 		$661K Buy
12,144
+5,969
+97% +$319K 0.04% 233
2020
Q2 		$303K Buy
+6,175
New +$277K 0.03% 267

Other funds holding IPAY

SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
NG
Northstar Group New York $777M AUM 17.64% 1-Year Est. Return

Exencial Wealth Advisors's IPAY Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Amplify Mobile Payments ETF (IPAY) stake by 2.6% in Q1 2026, buying an estimated $7.09K and bringing the position to 6,072 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #508.

Exencial Wealth Advisors first reported a position in IPAY in Q2 2020 and has held it in 23 quarters since. The position peaked at $661K in Q3 2020. 76 funds tracked by Wall St. Rank hold IPAY as of Q1 2026.

  • Exencial Wealth Advisors held 6,072 shares of Amplify Mobile Payments ETF worth $260K as of Q1 2026.
  • Exencial Wealth Advisors bought 151 Amplify Mobile Payments ETF shares in Q1 2026, an estimated $7.09K.
  • Amplify Mobile Payments ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #508 holding.
  • Exencial Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q2 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's Amplify Mobile Payments ETF position peaked at $661K in Q3 2020.
  • 76 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.