Root Financial Partners’s Amplify Mobile Payments ETF IPAY Stock Holding History

Root Financial Partners’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
2026 Q3	$10K	Buy	+217	New	+$10.8K	﹤0.01%	1909

Other funds holding IPAY

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's IPAY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Amplify Mobile Payments ETF (IPAY) in Q3 2026: 217 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1909 among its holdings.

13 funds tracked by Wall St. Rank hold IPAY as of Q3 2026.

Root Financial Partners held 217 shares of Amplify Mobile Payments ETF worth $10K as of Q3 2026.
Amplify Mobile Payments ETF was a new Root Financial Partners position in Q3 2026.
Amplify Mobile Payments ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1909 holding.
13 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.