Sanford Advisory Services’s Amplify Mobile Payments ETF IPAY Stock Holding History

Sanford Advisory Services’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 Q4	$271K	Sell	6,910 -1,336	-16%	-$53K	0.06%	112
2022 Q3	$311K	Sell	8,246 -520	-6%	-$22.1K	0.09%	87
2022 Q2	$343K	Buy	8,766 +703	+9%	+$31.6K	0.1%	85
2022 Q1	$420K	Sell	8,063 -992	-11%	-$51.6K	0.11%	71
2021 Q4	$526K	Sell	9,055 -1,302	-13%	-$81.7K	0.12%	63
2021 Q3	$701K	Buy	10,357 +1,549	+18%	+$109K	0.18%	52
2021 Q2	$620K	Buy	8,808 +323	+4%	+$22.6K	0.16%	55
2021 Q1	$567K	Buy	8,485 +992	+13%	+$67.2K	0.16%	56
2020 Q4	$498K	Buy	+7,493	New	+$445K	0.16%	56

Other funds holding IPAY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Sanford Advisory Services's IPAY Position: Q4 2022 in Review

Sanford Advisory Services reduced its Amplify Mobile Payments ETF (IPAY) stake by 16% in Q4 2022, selling an estimated $53K and leaving 6,910 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #112.

Sanford Advisory Services first reported a position in IPAY in Q4 2020 and has held it in 9 quarters since. The position peaked at $701K in Q3 2021. 141 funds tracked by Wall St. Rank hold IPAY as of Q4 2022.

Sanford Advisory Services held 6,910 shares of Amplify Mobile Payments ETF worth $271K as of Q4 2022.
Sanford Advisory Services sold 1,336 Amplify Mobile Payments ETF shares in Q4 2022, an estimated $53K.
Amplify Mobile Payments ETF made up 0.06% of Sanford Advisory Services's portfolio in Q4 2022, its #112 holding.
Sanford Advisory Services first reported a position in Amplify Mobile Payments ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Amplify Mobile Payments ETF position peaked at $701K in Q3 2021.
141 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.