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

Liberty 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
Q4 		– Sell
-210
Closed -$14K – 620
2021
Q3 		$14K Hold
210
– – 0.01% 744
2021
Q2 		$15K Buy
+210
New +$14.7K 0.01% 567

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Liberty Wealth Management's IPAY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 210 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in IPAY in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 210 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Amplify Mobile Payments ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Amplify Mobile Payments ETF position peaked at $15K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.