Richard W. Paul & Associates’s Amplify Mobile Payments ETF IPAY Stock Holding History

Richard W. Paul & Associates’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
2025 Q2	–	Sell	-27	Closed	-$1.44K	–	348
2025 Q1	$1.44K	Sell	27 -10	-27%	-$577	﹤0.01%	306
2024 Q4	$2.15K	Sell	37 -6	-14%	-$344	﹤0.01%	408
2024 Q3	$2.25K	Sell	43 -1	-2%	-$49	﹤0.01%	404
2024 Q2	$2.06K	Sell	44 -22	-33%	-$1.07K	﹤0.01%	409
2024 Q1	$3.48K	Sell	66 -41	-38%	-$1.97K	﹤0.01%	381
2023 Q4	$4.97K	Sell	107 -32	-23%	-$1.3K	﹤0.01%	351
2023 Q3	$5.43K	Sell	139 -45	-24%	-$1.9K	﹤0.01%	333
2023 Q2	$7.86K	Buy	184 +5	+3%	+$208	﹤0.01%	335
2023 Q1	$7.46K	Sell	179 -2	-1%	-$85	﹤0.01%	344
2022 Q4	$7.11K	Buy	+181	New	+$7.18K	﹤0.01%	347

Other funds holding IPAY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Richard W. Paul & Associates's IPAY Position: Q2 2025 in Review

Richard W. Paul & Associates sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2025, closing a stake of 27 shares — an estimated $1.44K sold.

Richard W. Paul & Associates first reported a position in IPAY in Q4 2022 and held it in 10 quarters. The position peaked at $7.86K in Q2 2023. 84 funds tracked by Wall St. Rank hold IPAY as of Q2 2025.

Richard W. Paul & Associates reported no remaining Amplify Mobile Payments ETF position as of Q2 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 27 Amplify Mobile Payments ETF shares in Q2 2025, an estimated $1.44K.
Richard W. Paul & Associates first reported a position in Amplify Mobile Payments ETF in Q4 2022 and held it in 10 quarters.
Richard W. Paul & Associates's Amplify Mobile Payments ETF position peaked at $7.86K in Q2 2023.
84 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2025.

Based on Richard W. Paul & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.