Next Financial Group’s Amplify Mobile Payments ETF IPAY Stock Holding History

Next Financial Group’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 Q4	$601K	Buy	10,346 +3,920	+61%	+$246K	0.04%	465
2021 Q3	$435K	Buy	6,426 +105	+2%	+$7.41K	0.03%	522
2021 Q2	$445K	Buy	6,321 +109	+2%	+$7.62K	0.04%	517
2021 Q1	$415K	Sell	6,212 -97	-2%	-$6.57K	0.04%	493
2020 Q4	$420K	Sell	6,309 -566	-8%	-$33.6K	0.04%	435
2020 Q3	$374K	Buy	+6,875	New	+$367K	0.04%	427
2017 Q4	–	Sell	-317	Closed	-$11K	–	808
2017 Q3	$11K	Hold	317	–	–	﹤0.01%	1176
2017 Q2	$9K	Hold	317	–	–	﹤0.01%	1350
2017 Q1	$9K	Hold	317	–	–	﹤0.01%	1319
2016 Q4	$8K	Buy	+317	New	+$7.96K	﹤0.01%	1744

Other funds holding IPAY

BAAM

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

Jane Street New York $777B AUM 61.18% 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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

BFO

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

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

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

RJFSA

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

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

Next Financial Group's IPAY Position: Q4 2021 in Review

Next Financial Group increased its Amplify Mobile Payments ETF (IPAY) stake by 61% in Q4 2021, buying an estimated $246K and bringing the position to 10,346 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #465.

Next Financial Group first reported a position in IPAY in Q4 2016 and has held it in 10 quarters since. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

Next Financial Group held 10,346 shares of Amplify Mobile Payments ETF worth $601K as of Q4 2021.
Next Financial Group bought 3,920 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $246K.
Amplify Mobile Payments ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #465 holding.
Next Financial Group first reported a position in Amplify Mobile Payments ETF in Q4 2016 and has held it in 10 quarters since.
185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.