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LM Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

LM 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
-81
Closed -$3.76K – 462
2023
Q4 		$3.76K Buy
+81
New +$3.3K ﹤0.01% 617

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

LM Advisors's IPAY Position: Q1 2024 in Review

LM Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2024, closing a stake of 81 shares — an estimated $3.76K sold.

LM Advisors first reported a position in IPAY in Q4 2023 and held it in 1 quarter. The position peaked at $3.76K in Q4 2023. 81 funds tracked by Wall St. Rank hold IPAY as of Q1 2024.

  • LM Advisors reported no remaining Amplify Mobile Payments ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 81 Amplify Mobile Payments ETF shares in Q1 2024, an estimated $3.76K.
  • LM Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Amplify Mobile Payments ETF position peaked at $3.76K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.