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Glassman Wealth Services’s Amplify Mobile Payments ETF IPAY Stock Holding History

Glassman Wealth Services’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
Q2 		– Sell
-514
Closed -$27K – 1831
2022
Q1 		$27K Buy
+514
New +$26.7K ﹤0.01% 556

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USCWA
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BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Glassman Wealth Services's IPAY Position: Q2 2022 in Review

Glassman Wealth Services sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2022, closing a stake of 514 shares — an estimated $27K sold.

Glassman Wealth Services first reported a position in IPAY in Q1 2022 and held it in 1 quarter. The position peaked at $27K in Q1 2022. 149 funds tracked by Wall St. Rank hold IPAY as of Q2 2022.

  • Glassman Wealth Services reported no remaining Amplify Mobile Payments ETF position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 514 Amplify Mobile Payments ETF shares in Q2 2022, an estimated $27K.
  • Glassman Wealth Services first reported a position in Amplify Mobile Payments ETF in Q1 2022 and held it in 1 quarter.
  • Glassman Wealth Services's Amplify Mobile Payments ETF position peaked at $27K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.