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

Montag & Caldwell’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
Q4 		– Sell
-7,390
Closed -$279K – 86
2022
Q3 		$279K Buy
7,390
+103
+1% +$4.38K 0.04% 80
2022
Q2 		$285K Buy
+7,287
New +$327K 0.04% 83

Other funds holding IPAY

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KL
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
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Montag & Caldwell's IPAY Position: Q4 2022 in Review

Montag & Caldwell sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2022, closing a stake of 7,390 shares — an estimated $279K sold.

Montag & Caldwell first reported a position in IPAY in Q2 2022 and held it in 2 quarters. The position peaked at $285K in Q2 2022. 141 funds tracked by Wall St. Rank hold IPAY as of Q4 2022.

  • Montag & Caldwell reported no remaining Amplify Mobile Payments ETF position as of Q4 2022 after selling out during the quarter.
  • Montag & Caldwell sold 7,390 Amplify Mobile Payments ETF shares in Q4 2022, an estimated $279K.
  • Montag & Caldwell first reported a position in Amplify Mobile Payments ETF in Q2 2022 and held it in 2 quarters.
  • Montag & Caldwell's Amplify Mobile Payments ETF position peaked at $285K in Q2 2022.
  • 141 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2022.

Based on Montag & Caldwell's 13F filing for Q4 2022, filed 14 Feb 2023.