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Gladstone Institutional Advisory’s Amplify Mobile Payments ETF IPAY Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-3,490
Closed -$203K – 734
2021
Q4 		$203K Buy
+3,490
New +$219K 0.02% 565

Other funds holding IPAY

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gladstone Institutional Advisory's IPAY Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 3,490 shares — an estimated $203K sold.

Gladstone Institutional Advisory first reported a position in IPAY in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

  • Gladstone Institutional Advisory reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,490 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $203K.
  • Gladstone Institutional Advisory first reported a position in Amplify Mobile Payments ETF in Q4 2021 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Amplify Mobile Payments ETF position peaked at $203K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.