Personal CFO Solutions’s Amplify Mobile Payments ETF IPAY Stock Holding History

Personal CFO 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
2022 Q2	–	Sell	-8,181	Closed	-$426K	–	467
2022 Q1	$426K	Sell	8,181 -734	-8%	-$38.2K	0.08%	233
2021 Q4	$518K	Buy	8,915 +31	+0.3%	+$1.95K	0.1%	194
2021 Q3	$601K	Sell	8,884 -40	-0.4%	-$2.82K	0.12%	161
2021 Q2	$628K	Buy	8,924 +579	+7%	+$40.5K	0.13%	153
2021 Q1	$557K	Sell	8,345 -1,943	-19%	-$132K	0.12%	153
2020 Q4	$684K	Buy	10,288 +778	+8%	+$46.2K	0.17%	112
2020 Q3	$1K	Buy	9,510 +26	+0.3%	+$1.39K	0.33%	86
2020 Q2	$465K	Buy	+9,484	New	+$425K	0.14%	140

Other funds holding IPAY

Citigroup New York $235B AUM 32.99% 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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Personal CFO Solutions's IPAY Position: Q2 2022 in Review

Personal CFO Solutions sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2022, closing a stake of 8,181 shares — an estimated $426K sold.

Personal CFO Solutions first reported a position in IPAY in Q2 2020 and held it in 8 quarters. The position peaked at $684K in Q4 2020. 149 funds tracked by Wall St. Rank hold IPAY as of Q2 2022.

Personal CFO Solutions reported no remaining Amplify Mobile Payments ETF position as of Q2 2022 after selling out during the quarter.
Personal CFO Solutions sold 8,181 Amplify Mobile Payments ETF shares in Q2 2022, an estimated $426K.
Personal CFO Solutions first reported a position in Amplify Mobile Payments ETF in Q2 2020 and held it in 8 quarters.
Personal CFO Solutions's Amplify Mobile Payments ETF position peaked at $684K in Q4 2020.
149 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.