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

Summit Place Financial Advisors’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	–	Sell	-5,445	Closed	-$206K	–	86
2022 Q3	$206K	Sell	5,445 -1,100	-17%	-$46.8K	0.19%	87
2022 Q2	$256K	Sell	6,545 -1,965	-23%	-$88.3K	0.21%	89
2022 Q1	$444K	Sell	8,510 -550	-6%	-$28.6K	0.3%	82
2021 Q4	$526K	Sell	9,060 -115	-1%	-$7.21K	0.36%	73
2021 Q3	$621K	Sell	9,175 -485	-5%	-$34.2K	0.45%	67
2021 Q2	$680K	Sell	9,660 -25	-0.3%	-$1.75K	0.5%	64
2021 Q1	$647K	Sell	9,685 -1,750	-15%	-$119K	0.52%	61
2020 Q4	$761K	Sell	11,435 -5,490	-32%	-$326K	0.66%	56
2020 Q3	$921K	Buy	16,925 +1,700	+11%	+$90.8K	0.92%	47
2020 Q2	$747K	Buy	+15,225	New	+$683K	1.18%	35

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

Summit Place Financial Advisors's IPAY Position: Q4 2022 in Review

Summit Place Financial Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2022, closing a stake of 5,445 shares — an estimated $206K sold.

Summit Place Financial Advisors first reported a position in IPAY in Q2 2020 and held it in 10 quarters. The position peaked at $921K in Q3 2020. 141 funds tracked by Wall St. Rank hold IPAY as of Q4 2022.

Summit Place Financial Advisors reported no remaining Amplify Mobile Payments ETF position as of Q4 2022 after selling out during the quarter.
Summit Place Financial Advisors sold 5,445 Amplify Mobile Payments ETF shares in Q4 2022, an estimated $206K.
Summit Place Financial Advisors first reported a position in Amplify Mobile Payments ETF in Q2 2020 and held it in 10 quarters.
Summit Place Financial Advisors's Amplify Mobile Payments ETF position peaked at $921K in Q3 2020.
141 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2022.

Based on Summit Place Financial Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.