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Orion Portfolio Solutions’s Amplify Mobile Payments ETF IPAY Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-227
Closed -$11K – 1224
2020
Q2 		$11K Buy
+227
New +$10.2K ﹤0.01% 1164

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's IPAY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2020, closing a stake of 227 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in IPAY in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 134 funds tracked by Wall St. Rank hold IPAY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Amplify Mobile Payments ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 227 Amplify Mobile Payments ETF shares in Q3 2020, an estimated $11K.
  • Orion Portfolio Solutions first reported a position in Amplify Mobile Payments ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Amplify Mobile Payments ETF position peaked at $11K in Q2 2020.
  • 134 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.