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Institute for Wealth Management’s Amplify Mobile Payments ETF IPAY Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-2,870
Closed -$202K – 491
2021
Q2 		$202K Buy
+2,870
New +$201K 0.04% 464

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Institute for Wealth Management's IPAY Position: Q3 2021 in Review

Institute for Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2021, closing a stake of 2,870 shares — an estimated $202K sold.

Institute for Wealth Management first reported a position in IPAY in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 170 funds tracked by Wall St. Rank hold IPAY as of Q3 2021.

  • Institute for Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q3 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 2,870 Amplify Mobile Payments ETF shares in Q3 2021, an estimated $202K.
  • Institute for Wealth Management first reported a position in Amplify Mobile Payments ETF in Q2 2021 and held it in 1 quarter.
  • Institute for Wealth Management's Amplify Mobile Payments ETF position peaked at $202K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2021.

Based on Institute for Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.