Raymond James Trust’s Amplify Mobile Payments ETF IPAY Stock Holding History

Raymond James Trust’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	-4,660	Closed	-$271K	–	1184
2021 Q4	$271K	Sell	4,660 -45	-1%	-$2.82K	0.01%	955
2021 Q3	$318K	Sell	4,705 -65	-1%	-$4.59K	0.01%	827
2021 Q2	$336K	Hold	4,770	–	–	0.01%	807
2021 Q1	$318K	Sell	4,770 -6,411	-57%	-$434K	0.01%	802
2020 Q4	$743K	Hold	11,181	–	–	0.03%	415
2020 Q3	$608K	Buy	11,181 +6,645	+146%	+$355K	0.03%	432
2020 Q2	$222K	Buy	+4,536	New	+$203K	0.01%	801
2020 Q1	–	Sell	-4,170	Closed	-$207K	–	888
2019 Q4	$207K	Buy	+4,170	New	+$198K	0.01%	873

Other funds holding IPAY

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James Trust's IPAY Position: Q1 2022 in Review

Raymond James Trust sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 4,660 shares — an estimated $271K sold.

Raymond James Trust first reported a position in IPAY in Q4 2019 and held it in 8 quarters. The position peaked at $743K in Q4 2020. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

Raymond James Trust reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
Raymond James Trust sold 4,660 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $271K.
Raymond James Trust first reported a position in Amplify Mobile Payments ETF in Q4 2019 and held it in 8 quarters.
Raymond James Trust's Amplify Mobile Payments ETF position peaked at $743K in Q4 2020.
155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Raymond James Trust's 13F filing for Q1 2022, filed 12 May 2022.