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SVB Wealth’s Amplify Mobile Payments ETF IPAY Stock Holding History

SVB Wealth’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
2021
Q1 		– Sell
-600
Closed -$39K – 949
2020
Q4 		$39K Hold
600
– – ﹤0.01% 822
2020
Q3 		$33K Buy
+600
New +$32.1K ﹤0.01% 712

Other funds holding IPAY

NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

SVB Wealth's IPAY Position: Q1 2021 in Review

SVB Wealth sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2021, closing a stake of 600 shares — an estimated $39K sold.

SVB Wealth first reported a position in IPAY in Q3 2020 and held it in 2 quarters. The position peaked at $39K in Q4 2020. 170 funds tracked by Wall St. Rank hold IPAY as of Q1 2021.

  • SVB Wealth reported no remaining Amplify Mobile Payments ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Wealth sold 600 Amplify Mobile Payments ETF shares in Q1 2021, an estimated $39K.
  • SVB Wealth first reported a position in Amplify Mobile Payments ETF in Q3 2020 and held it in 2 quarters.
  • SVB Wealth's Amplify Mobile Payments ETF position peaked at $39K in Q4 2020.
  • 170 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.