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Legacy Wealth Partners (California)’s Amplify Mobile Payments ETF IPAY Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$720K Sell
10,222
-1,831
-15% -$128K 0.4% 59
2021
Q1 		$805K Buy
12,053
+5,927
+97% +$402K 0.47% 53
2020
Q4 		$408K Sell
6,126
-147
-2% -$8.72K 0.26% 70
2020
Q3 		$341K Buy
6,273
+1,894
+43% +$101K 0.24% 67
2020
Q2 		$215K Buy
+4,379
New +$196K 0.16% 92

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Legacy Wealth Partners (California)'s IPAY Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Amplify Mobile Payments ETF (IPAY) stake by 15% in Q2 2021, selling an estimated $128K and leaving 10,222 shares worth $720K. The position accounts for 0.4% of the portfolio, ranked #59.

Legacy Wealth Partners (California) first reported a position in IPAY in Q2 2020 and has held it in 5 quarters since. The position peaked at $805K in Q1 2021. 174 funds tracked by Wall St. Rank hold IPAY as of Q2 2021.

  • Legacy Wealth Partners (California) held 10,222 shares of Amplify Mobile Payments ETF worth $720K as of Q2 2021.
  • Legacy Wealth Partners (California) sold 1,831 Amplify Mobile Payments ETF shares in Q2 2021, an estimated $128K.
  • Amplify Mobile Payments ETF made up 0.4% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #59 holding.
  • Legacy Wealth Partners (California) first reported a position in Amplify Mobile Payments ETF in Q2 2020 and has held it in 5 quarters since.
  • Legacy Wealth Partners (California)'s Amplify Mobile Payments ETF position peaked at $805K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.