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J.W. Cole Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

J.W. Cole 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
-6,773
Closed -$314K – 897
2023
Q4 		$314K Sell
6,773
-350
-5% -$14.3K 0.02% 633
2023
Q3 		$279K Sell
7,123
-257
-3% -$10.9K 0.02% 582
2023
Q2 		$315K Hold
7,380
– – 0.02% 558
2023
Q1 		$308K Sell
7,380
-451
-6% -$19.1K 0.02% 593
2022
Q4 		$307K Sell
7,831
-186
-2% -$7.38K 0.02% 551
2022
Q3 		$303K Hold
8,017
– – 0.03% 531
2022
Q2 		$314K Sell
8,017
-67
-0.8% -$3.01K 0.03% 536
2022
Q1 		$421K Buy
8,084
+940
+13% +$48.9K 0.03% 504
2021
Q4 		$415K Buy
+7,144
New +$448K 0.03% 534
2021
Q3 		– Sell
-6,799
Closed -$479K – 599
2021
Q2 		$479K Buy
6,799
+150
+2% +$10.5K 0.04% 446
2021
Q1 		$444K Buy
6,649
+521
+9% +$35.3K 0.04% 416
2020
Q4 		$408K Buy
+6,128
New +$364K 0.04% 391
2020
Q1 		– Sell
-6,109
Closed -$303K – 299
2019
Q4 		$303K Buy
+6,109
New +$291K 0.04% 413

Other funds holding IPAY

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
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
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
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

J.W. Cole Advisors's IPAY Position: Q1 2024 in Review

J.W. Cole Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2024, closing a stake of 6,773 shares — an estimated $314K sold.

J.W. Cole Advisors first reported a position in IPAY in Q4 2019 and held it in 13 quarters. The position peaked at $479K in Q2 2021. 81 funds tracked by Wall St. Rank hold IPAY as of Q1 2024.

  • J.W. Cole Advisors reported no remaining Amplify Mobile Payments ETF position as of Q1 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 6,773 Amplify Mobile Payments ETF shares in Q1 2024, an estimated $314K.
  • J.W. Cole Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2019 and held it in 13 quarters.
  • J.W. Cole Advisors's Amplify Mobile Payments ETF position peaked at $479K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2024.

Based on J.W. Cole Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.