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RMR Wealth Builders’s Amplify Mobile Payments ETF IPAY Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-596
Closed -$40K – 410
2021
Q1 		$40K Buy
596
+383
+180% +$25.9K 0.01% 397
2020
Q4 		$14K Buy
+213
New +$12.6K 0.01% 382
2020
Q3 		– Sell
-100
Closed -$5K – 338
2020
Q2 		$5K Buy
+100
New +$4.49K ﹤0.01% 381

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RMR Wealth Builders's IPAY Position: Q2 2021 in Review

RMR Wealth Builders sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2021, closing a stake of 596 shares — an estimated $40K sold.

RMR Wealth Builders first reported a position in IPAY in Q2 2020 and held it in 3 quarters. The position peaked at $40K in Q1 2021. 174 funds tracked by Wall St. Rank hold IPAY as of Q2 2021.

  • RMR Wealth Builders reported no remaining Amplify Mobile Payments ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 596 Amplify Mobile Payments ETF shares in Q2 2021, an estimated $40K.
  • RMR Wealth Builders first reported a position in Amplify Mobile Payments ETF in Q2 2020 and held it in 3 quarters.
  • RMR Wealth Builders's Amplify Mobile Payments ETF position peaked at $40K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.