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United Capital Financial Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

United Capital 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
Q1 		– Sell
-3,651
Closed -$212K – 1195
2021
Q4 		$212K Hold
3,651
– – ﹤0.01% 1135
2021
Q3 		$247K Hold
3,651
– – ﹤0.01% 1077
2021
Q2 		$257K Hold
3,651
– – ﹤0.01% 1061
2021
Q1 		$244K Buy
3,651
+630
+21% +$42.7K ﹤0.01% 1046
2020
Q4 		$201K Buy
+3,021
New +$179K ﹤0.01% 1129

Other funds holding IPAY

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BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

United Capital Financial Advisors's IPAY Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 3,651 shares — an estimated $212K sold.

United Capital Financial Advisors first reported a position in IPAY in Q4 2020 and held it in 5 quarters. The position peaked at $257K in Q2 2021. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

  • United Capital Financial Advisors reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,651 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $212K.
  • United Capital Financial Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2020 and held it in 5 quarters.
  • United Capital Financial Advisors's Amplify Mobile Payments ETF position peaked at $257K in Q2 2021.
  • 155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.