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Montag & Associates’s Amplify Mobile Payments ETF IPAY Stock Holding History

Montag & Associates’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
2022
Q1 		– Sell
-35
Closed -$2K – 867
2021
Q4 		$2K Hold
35
– – ﹤0.01% 796
2021
Q3 		$2K Sell
35
-130
-79% -$9.18K ﹤0.01% 793
2021
Q2 		$12K Hold
165
– – ﹤0.01% 713
2021
Q1 		$11K Buy
165
+35
+27% +$2.37K ﹤0.01% 720
2020
Q4 		$9K Buy
+130
New +$7.71K ﹤0.01% 712

Other funds holding IPAY

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Montag & Associates's IPAY Position: Q1 2022 in Review

Montag & Associates sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 35 shares — an estimated $2K sold.

Montag & Associates first reported a position in IPAY in Q4 2020 and held it in 5 quarters. The position peaked at $12K in Q2 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

  • Montag & Associates reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 35 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $2K.
  • Montag & Associates first reported a position in Amplify Mobile Payments ETF in Q4 2020 and held it in 5 quarters.
  • Montag & Associates's Amplify Mobile Payments ETF position peaked at $12K in Q2 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.