Means Investment Company’s Amplify Mobile Payments ETF IPAY Stock Holding History

Means Investment Company’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 Q1	–	Sell	-60,566	Closed	-$2.38M	–	194
2022 Q4	$2.38M	Sell	60,566 -8,233	-12%	-$327K	0.48%	48
2022 Q3	$2.6M	Buy	68,799 +1,151	+2%	+$49K	0.56%	38
2022 Q2	$2.65M	Buy	67,648 +2,631	+4%	+$118K	0.56%	35
2022 Q1	$3.39M	Sell	65,017 -5,659	-8%	-$294K	0.61%	34
2021 Q4	$4.1M	Sell	70,676 -670	-0.9%	-$42K	0.72%	25
2021 Q3	$4.83M	Buy	71,346 +8,382	+13%	+$592K	0.95%	23
2021 Q2	$4.43M	Buy	62,964 +16,304	+35%	+$1.14M	0.89%	23
2021 Q1	$3.12M	Buy	46,660 +546	+1%	+$37K	0.71%	30
2020 Q4	$3.28M	Buy	46,114 +22,478	+95%	+$1.33M	0.75%	25
2020 Q3	$1.32M	Buy	23,636 +13,647	+137%	+$729K	0.36%	53
2020 Q2	$539K	Buy	+9,989	New	+$448K	0.17%	79

Other funds holding IPAY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Means Investment Company's IPAY Position: Q1 2023 in Review

Means Investment Company sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2023, closing a stake of 60,566 shares — an estimated $2.38M sold.

Means Investment Company first reported a position in IPAY in Q2 2020 and held it in 11 quarters. The position peaked at $4.83M in Q3 2021. 124 funds tracked by Wall St. Rank hold IPAY as of Q1 2023.

Means Investment Company reported no remaining Amplify Mobile Payments ETF position as of Q1 2023 after selling out during the quarter.
Means Investment Company sold 60,566 Amplify Mobile Payments ETF shares in Q1 2023, an estimated $2.38M.
Means Investment Company first reported a position in Amplify Mobile Payments ETF in Q2 2020 and held it in 11 quarters.
Means Investment Company's Amplify Mobile Payments ETF position peaked at $4.83M in Q3 2021.
124 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2023.

Based on Means Investment Company's 13F filing for Q1 2023, filed 8 May 2023.