Northeast Financial Consultants’s Amplify Mobile Payments ETF IPAY Stock Holding History

Northeast Financial Consultants’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	-5,043	Closed	-$293K	–	396
2021 Q4	$293K	Sell	5,043 -616	-11%	-$38.6K	0.02%	285
2021 Q3	$383K	Sell	5,659 -1,050	-16%	-$74.1K	0.03%	253
2021 Q2	$473K	Hold	6,709	–	–	0.03%	229
2021 Q1	$448K	Hold	6,709	–	–	0.03%	222
2020 Q4	$446K	Sell	6,709 -300	-4%	-$17.8K	0.04%	207
2020 Q3	$381K	Hold	7,009	–	–	0.03%	202
2020 Q2	$343K	Buy	7,009 +375	+6%	+$16.8K	0.03%	204
2020 Q1	$246K	Sell	6,634 -1,891	-22%	-$90.4K	0.03%	223
2019 Q4	$423K	Buy	8,525 +1,522	+22%	+$72.4K	0.04%	199
2019 Q3	$325K	Buy	+7,003	New	+$336K	0.03%	227

Other funds holding IPAY

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

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

Northeast Financial Consultants's IPAY Position: Q1 2022 in Review

Northeast Financial Consultants sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 5,043 shares — an estimated $293K sold.

Northeast Financial Consultants first reported a position in IPAY in Q3 2019 and held it in 10 quarters. The position peaked at $473K in Q2 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

Northeast Financial Consultants reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
Northeast Financial Consultants sold 5,043 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $293K.
Northeast Financial Consultants first reported a position in Amplify Mobile Payments ETF in Q3 2019 and held it in 10 quarters.
Northeast Financial Consultants's Amplify Mobile Payments ETF position peaked at $473K in Q2 2021.
155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Northeast Financial Consultants's 13F filing for Q1 2022, filed 12 May 2022.