Mosaic Family Wealth’s Amplify Mobile Payments ETF IPAY Stock Holding History

Mosaic Family Wealth’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
2018 Q1	–	Sell	-500	Closed	-$17K	–	683
2017 Q4	$17K	Hold	500	–	–	0.01%	468
2017 Q3	$16K	Hold	500	–	–	0.01%	504
2017 Q2	$15K	Buy	+500	New	+$14.4K	0.01%	465

Other funds holding IPAY

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mosaic Family Wealth's IPAY Position: Q1 2018 in Review

Mosaic Family Wealth sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2018, closing a stake of 500 shares — an estimated $17K sold.

Mosaic Family Wealth first reported a position in IPAY in Q2 2017 and held it in 3 quarters. The position peaked at $17K in Q4 2017. 45 funds tracked by Wall St. Rank hold IPAY as of Q1 2018.

Mosaic Family Wealth reported no remaining Amplify Mobile Payments ETF position as of Q1 2018 after selling out during the quarter.
Mosaic Family Wealth sold 500 Amplify Mobile Payments ETF shares in Q1 2018, an estimated $17K.
Mosaic Family Wealth first reported a position in Amplify Mobile Payments ETF in Q2 2017 and held it in 3 quarters.
Mosaic Family Wealth's Amplify Mobile Payments ETF position peaked at $17K in Q4 2017.
45 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.