Summit Financial Group’s Amplify Mobile Payments ETF IPAY Stock Holding History

Summit Financial Group’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 Q2	–	Sell	-6,261	Closed	-$261K	–	187
2023 Q1	$261K	Sell	6,261 -290	-4%	-$12.3K	0.1%	164
2022 Q4	$257K	Sell	6,551 -1,085	-14%	-$43K	0.1%	167
2022 Q3	$288K	Sell	7,636 -1,660	-18%	-$70.6K	0.12%	154
2022 Q2	$364K	Sell	9,296 -2,951	-24%	-$133K	0.14%	142
2022 Q1	$638K	Sell	12,247 -1,930	-14%	-$100K	0.22%	113
2021 Q4	$823K	Hold	14,177	–	–	0.27%	99
2021 Q3	$959K	Sell	14,177 -163	-1%	-$11.5K	0.35%	77
2021 Q2	$1.01M	Sell	14,340 -1,515	-10%	-$106K	0.38%	75
2021 Q1	$1.06M	Buy	15,855 +2,265	+17%	+$153K	0.44%	62
2020 Q4	$904K	Buy	13,590 +1,275	+10%	+$75.6K	0.4%	67
2020 Q3	$670K	Buy	12,315 +5,434	+79%	+$290K	0.33%	74
2020 Q2	$337K	Buy	+6,881	New	+$309K	0.18%	104

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

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

RJFSA

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

Summit Financial Group's IPAY Position: Q2 2023 in Review

Summit Financial Group sold out of Amplify Mobile Payments ETF (IPAY) in Q2 2023, closing a stake of 6,261 shares — an estimated $261K sold.

Summit Financial Group first reported a position in IPAY in Q2 2020 and held it in 12 quarters. The position peaked at $1.06M in Q1 2021. 113 funds tracked by Wall St. Rank hold IPAY as of Q2 2023.

Summit Financial Group reported no remaining Amplify Mobile Payments ETF position as of Q2 2023 after selling out during the quarter.
Summit Financial Group sold 6,261 Amplify Mobile Payments ETF shares in Q2 2023, an estimated $261K.
Summit Financial Group first reported a position in Amplify Mobile Payments ETF in Q2 2020 and held it in 12 quarters.
Summit Financial Group's Amplify Mobile Payments ETF position peaked at $1.06M in Q1 2021.
113 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q2 2023.

Based on Summit Financial Group's 13F filing for Q2 2023, filed 13 Jul 2023.