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Summit Wealth & Retirement Planning’s Amplify Mobile Payments ETF IPAY Stock Holding History

Summit Wealth & Retirement Planning’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
-6,240
Closed -$236K – 116
2022
Q3 		$236K Hold
6,240
– – 0.09% 96
2022
Q2 		$244K Sell
6,240
-3,800
-38% -$171K 0.09% 103
2022
Q1 		$523K Sell
10,040
-2,040
-17% -$106K 0.18% 67
2021
Q4 		$701K Buy
+12,080
New +$758K 0.24% 54

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LPL Financial
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Susquehanna International Group
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
KL
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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Summit Wealth & Retirement Planning's IPAY Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2022, closing a stake of 6,240 shares — an estimated $236K sold.

Summit Wealth & Retirement Planning first reported a position in IPAY in Q4 2021 and held it in 4 quarters. The position peaked at $701K in Q4 2021. 141 funds tracked by Wall St. Rank hold IPAY as of Q4 2022.

  • Summit Wealth & Retirement Planning reported no remaining Amplify Mobile Payments ETF position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 6,240 Amplify Mobile Payments ETF shares in Q4 2022, an estimated $236K.
  • Summit Wealth & Retirement Planning first reported a position in Amplify Mobile Payments ETF in Q4 2021 and held it in 4 quarters.
  • Summit Wealth & Retirement Planning's Amplify Mobile Payments ETF position peaked at $701K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.