Pinnacle Wealth Management Group’s Amplify Mobile Payments ETF IPAY Stock Holding History

Pinnacle Wealth Management Group’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 Q4	–	Sell	-11,036	Closed	-$417K	–	104
2022 Q3	$417K	Sell	11,036 -4,440	-29%	-$189K	0.37%	58
2022 Q2	$606K	Sell	15,476 -650	-4%	-$29.2K	0.51%	45
2022 Q1	$840K	Sell	16,126 -5,380	-25%	-$280K	0.63%	37
2021 Q4	$1.25M	Sell	21,506 -3,320	-13%	-$208K	0.93%	31
2021 Q3	$1.68M	Sell	24,826 -1,300	-5%	-$91.8K	1.26%	25
2021 Q2	$1.84M	Buy	+26,126	New	+$1.83M	1.34%	22

Other funds holding IPAY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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

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

Pinnacle Wealth Management Group's IPAY Position: Q4 2022 in Review

Pinnacle Wealth Management Group sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2022, closing a stake of 11,036 shares — an estimated $417K sold.

Pinnacle Wealth Management Group first reported a position in IPAY in Q2 2021 and held it in 6 quarters. The position peaked at $1.84M in Q2 2021. 141 funds tracked by Wall St. Rank hold IPAY as of Q4 2022.

Pinnacle Wealth Management Group reported no remaining Amplify Mobile Payments ETF position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management Group sold 11,036 Amplify Mobile Payments ETF shares in Q4 2022, an estimated $417K.
Pinnacle Wealth Management Group first reported a position in Amplify Mobile Payments ETF in Q2 2021 and held it in 6 quarters.
Pinnacle Wealth Management Group's Amplify Mobile Payments ETF position peaked at $1.84M in Q2 2021.
141 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2022, filed 9 Jan 2023.