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TCI Wealth Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

TCI Wealth 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
Q3 		– Sell
-100
Closed -$4K – 2414
2022
Q2 		$4K Buy
+100
New +$4.49K ﹤0.01% 1637
2021
Q1 		– Sell
-115
Closed -$8K – 2197
2020
Q4 		$8K Buy
+115
New +$6.82K ﹤0.01% 711

Other funds holding IPAY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCI Wealth Advisors's IPAY Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in IPAY in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q4 2020. 135 funds tracked by Wall St. Rank hold IPAY as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Amplify Mobile Payments ETF position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Amplify Mobile Payments ETF shares in Q3 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2020 and held it in 2 quarters.
  • TCI Wealth Advisors's Amplify Mobile Payments ETF position peaked at $8K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.