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

HHM 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
2024 Q1	–	Sell	-210	Closed	-$9.75K	–	759
2023 Q4	$9.75K	Sell	210 -90	-30%	-$3.67K	﹤0.01%	518
2023 Q3	$11.7K	Hold	300	–	–	﹤0.01%	478
2023 Q2	$12.8K	Hold	300	–	–	﹤0.01%	484
2023 Q1	$12.5K	Hold	300	–	–	﹤0.01%	479
2022 Q4	$11.8K	Hold	300	–	–	﹤0.01%	430
2022 Q3	$11K	Hold	300	–	–	﹤0.01%	425
2022 Q2	$12K	Hold	300	–	–	﹤0.01%	503
2022 Q1	$16K	Hold	300	–	–	﹤0.01%	465
2021 Q4	$17K	Buy	+300	New	+$18.8K	﹤0.01%	451

Other funds holding IPAY

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

HHM Wealth Advisors's IPAY Position: Q1 2024 in Review

HHM Wealth Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2024, closing a stake of 210 shares — an estimated $9.75K sold.

HHM Wealth Advisors first reported a position in IPAY in Q4 2021 and held it in 9 quarters. The position peaked at $17K in Q4 2021. 81 funds tracked by Wall St. Rank hold IPAY as of Q1 2024.

HHM Wealth Advisors reported no remaining Amplify Mobile Payments ETF position as of Q1 2024 after selling out during the quarter.
HHM Wealth Advisors sold 210 Amplify Mobile Payments ETF shares in Q1 2024, an estimated $9.75K.
HHM Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2021 and held it in 9 quarters.
HHM Wealth Advisors's Amplify Mobile Payments ETF position peaked at $17K in Q4 2021.
81 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.