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Optimum Investment Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

Optimum Investment Advisors’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
2020
Q1 		– Sell
-1,120
Closed -$56K – 905
2019
Q4 		$56K Hold
1,120
– – 0.02% 495
2019
Q3 		$52K Buy
1,120
+120
+12% +$5.76K 0.02% 508
2019
Q2 		$47K Hold
1,000
– – 0.02% 516
2019
Q1 		$43K Hold
1,000
– – 0.01% 538
2018
Q4 		$35K Hold
1,000
– – 0.01% 532
2018
Q3 		$43K Buy
+1,000
New +$41.2K 0.01% 558

Other funds holding IPAY

ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Optimum Investment Advisors's IPAY Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2020, closing a stake of 1,120 shares — an estimated $56K sold.

Optimum Investment Advisors first reported a position in IPAY in Q3 2018 and held it in 6 quarters. The position peaked at $56K in Q4 2019. 103 funds tracked by Wall St. Rank hold IPAY as of Q1 2020.

  • Optimum Investment Advisors reported no remaining Amplify Mobile Payments ETF position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,120 Amplify Mobile Payments ETF shares in Q1 2020, an estimated $56K.
  • Optimum Investment Advisors first reported a position in Amplify Mobile Payments ETF in Q3 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's Amplify Mobile Payments ETF position peaked at $56K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.