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

Sugarloaf 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
2022
Q1 		– Sell
-151
Closed -$7.86K – 734
2021
Q4 		$9K Hold
151
– – ﹤0.01% 519
2021
Q3 		$10K Hold
151
– – ﹤0.01% 521
2021
Q2 		$11K Buy
151
+91
+152% +$6.36K ﹤0.01% 486
2021
Q1 		$10K Buy
+60
New +$4.07K ﹤0.01% 499

Other funds holding IPAY

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 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

Sugarloaf Wealth Management's IPAY Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 151 shares — an estimated $7.86K sold.

Sugarloaf Wealth Management first reported a position in IPAY in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q2 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

  • Sugarloaf Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 151 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $7.86K.
  • Sugarloaf Wealth Management first reported a position in Amplify Mobile Payments ETF in Q1 2021 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Amplify Mobile Payments ETF position peaked at $11K in Q2 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.