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

Spire 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 Q4	–	Sell	-288	Closed	-$11.3K	–	2416
2023 Q3	$11.3K	Buy	+288	New	+$12.2K	﹤0.01%	1695
2023 Q1	–	Sell	-100	Closed	-$4K	–	2533
2022 Q4	$4K	Hold	100	–	–	﹤0.01%	1895
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	1795
2022 Q2	$4K	Buy	+100	New	+$4.49K	﹤0.01%	2192
2022 Q1	–	Sell	-25	Closed	-$1K	–	2692
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	2872
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	2464
2021 Q2	$2K	Sell	25 -15	-38%	-$1.05K	﹤0.01%	2482
2021 Q1	$3K	Buy	+40	New	+$2.71K	﹤0.01%	2754

Other funds holding IPAY

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

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

BFO

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

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Spire Wealth Management's IPAY Position: Q4 2023 in Review

Spire Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2023, closing a stake of 288 shares — an estimated $11.3K sold.

Spire Wealth Management first reported a position in IPAY in Q1 2021 and held it in 8 quarters. The position peaked at $11.3K in Q3 2023. 97 funds tracked by Wall St. Rank hold IPAY as of Q4 2023.

Spire Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 288 Amplify Mobile Payments ETF shares in Q4 2023, an estimated $11.3K.
Spire Wealth Management first reported a position in Amplify Mobile Payments ETF in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Amplify Mobile Payments ETF position peaked at $11.3K in Q3 2023.
97 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.