UFPG
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United Financial Planning Group’s Amplify Mobile Payments ETF IPAY Stock Holding History

United Financial Planning Group’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
2026
Q1 		$3.57K Buy
+83
New +$3.9K ﹤0.01% 373
2025
Q4 		– Sell
-83
Closed -$4.72K – 497
2025
Q3 		$4.72K Buy
+83
New +$4.9K ﹤0.01% 178

Other funds holding IPAY

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
NG
Northstar Group New York $707M AUM 11.67% 1-Year Est. Return