GWANC
IPAY icon

Guardian Wealth Advisors (North Carolina)’s Amplify Mobile Payments ETF IPAY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-20,498
Closed -$1.19M – 264
2021
Q4 		$1.19M Buy
+20,498
New +$1.29M 0.51% 40

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

Guardian Wealth Advisors (North Carolina)'s IPAY Position: Q1 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 20,498 shares — an estimated $1.19M sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IPAY in Q4 2021 and held it in 1 quarter. The position peaked at $1.19M in Q4 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 20,498 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $1.19M.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Amplify Mobile Payments ETF in Q4 2021 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Amplify Mobile Payments ETF position peaked at $1.19M in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.