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

Hillcrest 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
2020
Q3 		– Sell
-6,400
Closed -$314K – 61
2020
Q2 		$314K Buy
+6,400
New +$287K 0.27% 34
2020
Q1 		– Sell
-4,200
Closed -$208K – 43
2019
Q4 		$208K Buy
+4,200
New +$200K 0.17% 36

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hillcrest Wealth Advisors's IPAY Position: Q3 2020 in Review

Hillcrest Wealth Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2020, closing a stake of 6,400 shares — an estimated $314K sold.

Hillcrest Wealth Advisors first reported a position in IPAY in Q4 2019 and held it in 2 quarters. The position peaked at $314K in Q2 2020. 134 funds tracked by Wall St. Rank hold IPAY as of Q3 2020.

  • Hillcrest Wealth Advisors reported no remaining Amplify Mobile Payments ETF position as of Q3 2020 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 6,400 Amplify Mobile Payments ETF shares in Q3 2020, an estimated $314K.
  • Hillcrest Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2019 and held it in 2 quarters.
  • Hillcrest Wealth Advisors's Amplify Mobile Payments ETF position peaked at $314K in Q2 2020.
  • 134 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2020.

Based on Hillcrest Wealth Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.