Robertson Stephens Wealth Management’s Amplify Mobile Payments ETF IPAY Stock Holding History

Robertson Stephens Wealth Management’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
2023 Q3	–	Sell	-7,058	Closed	-$301K	–	458
2023 Q2	$301K	Sell	7,058 -8,365	-54%	-$348K	0.02%	351
2023 Q1	$643K	Sell	15,423 -217	-1%	-$9.17K	0.05%	262
2022 Q4	$614K	Buy	+15,640	New	+$620K	0.06%	232

Other funds holding IPAY

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

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

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

BFO

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Robertson Stephens Wealth Management's IPAY Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2023, closing a stake of 7,058 shares — an estimated $301K sold.

Robertson Stephens Wealth Management first reported a position in IPAY in Q4 2022 and held it in 3 quarters. The position peaked at $643K in Q1 2023. 105 funds tracked by Wall St. Rank hold IPAY as of Q3 2023.

Robertson Stephens Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q3 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 7,058 Amplify Mobile Payments ETF shares in Q3 2023, an estimated $301K.
Robertson Stephens Wealth Management first reported a position in Amplify Mobile Payments ETF in Q4 2022 and held it in 3 quarters.
Robertson Stephens Wealth Management's Amplify Mobile Payments ETF position peaked at $643K in Q1 2023.
105 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.