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

Lyell 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
2023
Q4 		– Sell
-5,175
Closed -$202K – 199
2023
Q3 		$202K Buy
5,175
+468
+10% +$19.8K 0.03% 178
2023
Q2 		$201K Sell
4,707
-300
-6% -$12.5K 0.03% 178
2023
Q1 		$209K Buy
+5,007
New +$212K 0.03% 193
2022
Q4 		– Sell
-6,188
Closed -$234K – 195
2022
Q3 		$234K Hold
6,188
– – 0.04% 173
2022
Q2 		$242K Hold
6,188
– – 0.04% 170
2022
Q1 		$323K Sell
6,188
-3,095
-33% -$161K 0.04% 165
2021
Q4 		$539K Buy
9,283
+1,500
+19% +$94.1K 0.06% 131
2021
Q3 		$527K Sell
7,783
-516
-6% -$36.4K 0.06% 129
2021
Q2 		$584K Sell
8,299
-245
-3% -$17.1K 0.07% 126
2021
Q1 		$571K Buy
8,544
+727
+9% +$49.3K 0.08% 124
2020
Q4 		$520K Buy
7,817
+750
+11% +$44.5K 0.08% 111
2020
Q3 		$384K Hold
7,067
– – 0.07% 105
2020
Q2 		$347K Buy
7,067
+125
+2% +$5.61K 0.08% 96
2020
Q1 		$259K Buy
6,942
+40
+0.6% +$1.91K 0.08% 103
2019
Q4 		$342K Buy
6,902
+70
+1% +$3.33K 0.09% 98
2019
Q3 		$318K Hold
6,832
– – 0.1% 99
2019
Q2 		$320K Sell
6,832
-85
-1% -$3.78K 0.1% 100
2019
Q1 		$297K Buy
+6,917
New +$276K 0.1% 102
2018
Q4 		– Sell
-5,425
Closed -$233K – 113
2018
Q3 		$233K Buy
+5,425
New +$224K 0.08% 106

Other funds holding IPAY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Lyell Wealth Management's IPAY Position: Q4 2023 in Review

Lyell Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2023, closing a stake of 5,175 shares — an estimated $202K sold.

Lyell Wealth Management first reported a position in IPAY in Q3 2018 and held it in 19 quarters. The position peaked at $584K in Q2 2021. 97 funds tracked by Wall St. Rank hold IPAY as of Q4 2023.

  • Lyell Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q4 2023 after selling out during the quarter.
  • Lyell Wealth Management sold 5,175 Amplify Mobile Payments ETF shares in Q4 2023, an estimated $202K.
  • Lyell Wealth Management first reported a position in Amplify Mobile Payments ETF in Q3 2018 and held it in 19 quarters.
  • Lyell Wealth Management's Amplify Mobile Payments ETF position peaked at $584K in Q2 2021.
  • 97 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2023.

Based on Lyell Wealth Management's 13F filing for Q4 2023, filed 2 Feb 2024.