Independent Financial Group’s Amplify Mobile Payments ETF IPAY Stock Holding History

Independent Financial Group’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
2021 Q4	–	Sell	-3,898	Closed	-$264K	–	803
2021 Q3	$264K	Sell	3,898 -1,047	-21%	-$73.9K	0.03%	569
2021 Q2	$348K	Sell	4,945 -5,200	-51%	-$363K	0.04%	482
2021 Q1	$678K	Sell	10,145 -1,445	-12%	-$97.9K	0.09%	250
2020 Q4	$771K	Buy	11,590 +524	+5%	+$31.1K	0.11%	205
2020 Q3	$602K	Buy	11,066 +1,050	+10%	+$56.1K	0.11%	202
2020 Q2	$491K	Sell	10,016 -3,800	-28%	-$170K	0.11%	229
2020 Q1	$515K	Buy	+13,816	New	+$660K	0.15%	168

Other funds holding IPAY

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

BFO

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

RJFSA

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Independent Financial Group's IPAY Position: Q4 2021 in Review

Independent Financial Group sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 3,898 shares — an estimated $264K sold.

Independent Financial Group first reported a position in IPAY in Q1 2020 and held it in 7 quarters. The position peaked at $771K in Q4 2020. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

Independent Financial Group reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
Independent Financial Group sold 3,898 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $264K.
Independent Financial Group first reported a position in Amplify Mobile Payments ETF in Q1 2020 and held it in 7 quarters.
Independent Financial Group's Amplify Mobile Payments ETF position peaked at $771K in Q4 2020.
185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.