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Phoenix Financial’s Amplify Mobile Payments ETF IPAY Stock Holding History

Phoenix Financial’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
-12,091
Closed -$702K – 426
2021
Q4 		$702K Sell
12,091
-697
-5% -$43.7K 0.01% 256
2021
Q3 		$865K Buy
+12,788
New +$903K 0.02% 280

Other funds holding IPAY

Citigroup
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BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
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

Phoenix Financial's IPAY Position: Q1 2022 in Review

Phoenix Financial sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 12,091 shares — an estimated $702K sold.

Phoenix Financial first reported a position in IPAY in Q3 2021 and held it in 2 quarters. The position peaked at $865K in Q3 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

  • Phoenix Financial reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
  • Phoenix Financial sold 12,091 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $702K.
  • Phoenix Financial first reported a position in Amplify Mobile Payments ETF in Q3 2021 and held it in 2 quarters.
  • Phoenix Financial's Amplify Mobile Payments ETF position peaked at $865K in Q3 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Phoenix Financial's 13F filing for Q1 2022, filed 10 May 2022.