Kings Point Capital Management’s Amplify Mobile Payments ETF IPAY Stock Holding History

Kings Point Capital 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
2022 Q1	–	Sell	-8,330	Closed	-$484K	–	614
2021 Q4	$484K	Sell	8,330 -1,754	-17%	-$110K	0.04%	146
2021 Q3	$682K	Buy	10,084 +404	+4%	+$28.5K	0.06%	124
2021 Q2	$682K	Buy	9,680 +19	+0.2%	+$1.33K	0.06%	128
2021 Q1	$645K	Buy	+9,661	New	+$654K	0.06%	126

Other funds holding IPAY

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

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

BFO

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

RJFSA

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

Kings Point Capital Management's IPAY Position: Q1 2022 in Review

Kings Point Capital Management sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 8,330 shares — an estimated $484K sold.

Kings Point Capital Management first reported a position in IPAY in Q1 2021 and held it in 4 quarters. The position peaked at $682K in Q3 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

Kings Point Capital Management reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 8,330 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $484K.
Kings Point Capital Management first reported a position in Amplify Mobile Payments ETF in Q1 2021 and held it in 4 quarters.
Kings Point Capital Management's Amplify Mobile Payments ETF position peaked at $682K in Q3 2021.
155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.