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

Laidlaw 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
2024 Q1	–	Sell	-8,870	Closed	-$412K	–	204
2023 Q4	$412K	Sell	8,870 -4,760	-35%	-$194K	0.15%	147
2023 Q3	$533K	Sell	13,630 -2,065	-13%	-$87.4K	0.18%	134
2023 Q2	$670K	Sell	15,695 -379	-2%	-$15.8K	0.13%	170
2023 Q1	$670K	Buy	16,074 +1,549	+11%	+$65.5K	0.14%	167
2022 Q4	$570K	Buy	+14,525	New	+$576K	0.12%	181
2020 Q3	–	Sell	-5,010	Closed	-$246K	–	213
2020 Q2	$246K	Buy	+5,010	New	+$225K	0.13%	152

Other funds holding IPAY

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Laidlaw Wealth Management's IPAY Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2024, closing a stake of 8,870 shares — an estimated $412K sold.

Laidlaw Wealth Management first reported a position in IPAY in Q2 2020 and held it in 6 quarters. The position peaked at $670K in Q2 2023. 81 funds tracked by Wall St. Rank hold IPAY as of Q1 2024.

Laidlaw Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 8,870 Amplify Mobile Payments ETF shares in Q1 2024, an estimated $412K.
Laidlaw Wealth Management first reported a position in Amplify Mobile Payments ETF in Q2 2020 and held it in 6 quarters.
Laidlaw Wealth Management's Amplify Mobile Payments ETF position peaked at $670K in Q2 2023.
81 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.