TW
IPAY icon

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

Transform 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
2019
Q4 		– Sell
-44,299
Closed -$2.06M – 230
2019
Q3 		$2.06M Buy
+44,299
New +$2.13M 0.37% 90

Other funds holding IPAY

ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Transform Wealth's IPAY Position: Q4 2019 in Review

Transform Wealth sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2019, closing a stake of 44,299 shares — an estimated $2.06M sold.

Transform Wealth first reported a position in IPAY in Q3 2019 and held it in 1 quarter. The position peaked at $2.06M in Q3 2019. 118 funds tracked by Wall St. Rank hold IPAY as of Q4 2019.

  • Transform Wealth reported no remaining Amplify Mobile Payments ETF position as of Q4 2019 after selling out during the quarter.
  • Transform Wealth sold 44,299 Amplify Mobile Payments ETF shares in Q4 2019, an estimated $2.06M.
  • Transform Wealth first reported a position in Amplify Mobile Payments ETF in Q3 2019 and held it in 1 quarter.
  • Transform Wealth's Amplify Mobile Payments ETF position peaked at $2.06M in Q3 2019.
  • 118 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2019.

Based on Transform Wealth's 13F filing for Q4 2019, filed 24 Jan 2020.