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Flagship Private Wealth’s Amplify Mobile Payments ETF IPAY Stock Holding History

Flagship Private 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
2021
Q3 		– Sell
-175
Closed -$12.5K – 170
2021
Q2 		$12.5K Buy
+175
New +$12.2K 0.01% 222
2021
Q1 		– Sell
-175
Closed -$10.9K – 314
2020
Q4 		$10.9K Buy
+175
New +$10.4K 0.01% 222

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

Flagship Private Wealth's IPAY Position: Q3 2021 in Review

Flagship Private Wealth sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2021, closing a stake of 175 shares — an estimated $12.5K sold.

Flagship Private Wealth first reported a position in IPAY in Q4 2020 and held it in 2 quarters. The position peaked at $12.5K in Q2 2021. 170 funds tracked by Wall St. Rank hold IPAY as of Q3 2021.

  • Flagship Private Wealth reported no remaining Amplify Mobile Payments ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 175 Amplify Mobile Payments ETF shares in Q3 2021, an estimated $12.5K.
  • Flagship Private Wealth first reported a position in Amplify Mobile Payments ETF in Q4 2020 and held it in 2 quarters.
  • Flagship Private Wealth's Amplify Mobile Payments ETF position peaked at $12.5K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.