Wagner Wealth Management (South Carolina)’s Amplify Mobile Payments ETF IPAY Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-64	Closed	-$2K	–	477
2022 Q3	$2K	Sell	64 -43	-40%	-$1.83K	﹤0.01%	610
2022 Q2	$4K	Buy	+107	New	+$4.81K	﹤0.01%	552
2022 Q1	–	Sell	-207	Closed	-$12K	–	428
2021 Q4	$12K	Hold	207	–	–	0.01%	469
2021 Q3	$14K	Hold	207	–	–	0.01%	423
2021 Q2	$15K	Buy	207 +14	+7%	+$978	0.01%	429
2021 Q1	$13K	Buy	+193	New	+$13.1K	0.01%	425
2018 Q3	$12K	Hold	272	–	–	0.01%	400
2018 Q2	$11K	Sell	272 -245	-47%	-$9.3K	0.01%	388
2018 Q1	$19K	Sell	517 -470	-48%	-$17.3K	0.01%	299
2017 Q4	$36K	Buy	+987	New	+$33.6K	0.03%	240

Other funds holding IPAY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IPAY Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2022, closing a stake of 64 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in IPAY in Q4 2017 and held it in 10 quarters. The position peaked at $36K in Q4 2017. 141 funds tracked by Wall St. Rank hold IPAY as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Amplify Mobile Payments ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 64 Amplify Mobile Payments ETF shares in Q4 2022, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in Amplify Mobile Payments ETF in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Amplify Mobile Payments ETF position peaked at $36K in Q4 2017.
141 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.