Migdal Insurance & Financial Holdings’s Amplify Mobile Payments ETF IPAY Stock Holding History

Migdal Insurance & Financial Holdings’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 Q3	–	Sell	-270	Closed	-$19K	–	691
2021 Q2	$19K	Hold	270	–	–	﹤0.01%	521
2021 Q1	$18K	Buy	+270	New	+$18.3K	﹤0.01%	613
2020 Q4	–	Sell	-270	Closed	-$15K	–	688
2020 Q3	$15K	Hold	270	–	–	﹤0.01%	632
2020 Q2	$13K	Hold	270	–	–	﹤0.01%	627
2020 Q1	$10K	Sell	270 -630	-70%	-$30.1K	﹤0.01%	606
2019 Q4	$45K	Sell	900 -29,966	-97%	-$1.43M	﹤0.01%	642
2019 Q3	$1.43M	Buy	30,866 +2,366	+8%	+$114K	0.03%	202
2019 Q2	$1.34M	Buy	28,500 +1,211	+4%	+$53.9K	0.03%	208
2019 Q1	$1.17M	Sell	27,289 -4,593	-14%	-$183K	0.03%	207
2018 Q4	$1.11M	Sell	31,882 -71,416	-69%	-$2.74M	0.03%	204
2018 Q3	$4.43M	Buy	103,298 +36,376	+54%	+$1.5M	0.09%	160
2018 Q2	$2.6M	Buy	+66,922	New	+$2.54M	0.06%	179

Other funds holding IPAY

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

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

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

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

BFO

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IPAY Position: Q3 2021 in Review

Migdal Insurance & Financial Holdings sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2021, closing a stake of 270 shares — an estimated $19K sold.

Migdal Insurance & Financial Holdings first reported a position in IPAY in Q2 2018 and held it in 12 quarters. The position peaked at $4.43M in Q3 2018. 170 funds tracked by Wall St. Rank hold IPAY as of Q3 2021.

Migdal Insurance & Financial Holdings reported no remaining Amplify Mobile Payments ETF position as of Q3 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 270 Amplify Mobile Payments ETF shares in Q3 2021, an estimated $19K.
Migdal Insurance & Financial Holdings first reported a position in Amplify Mobile Payments ETF in Q2 2018 and held it in 12 quarters.
Migdal Insurance & Financial Holdings's Amplify Mobile Payments ETF position peaked at $4.43M in Q3 2018.
170 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2021, filed 16 Nov 2021.