WCG Wealth Advisors
IPAY icon

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

WCG 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
2024
Q4 		– Sell
-11,841
Closed -$619K – 306
2024
Q3 		$619K Buy
+11,841
New +$584K 0.04% 253

Other funds holding IPAY

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LPL Financial
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Florin Court Capital
Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return
SOL Capital Management
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

WCG Wealth Advisors's IPAY Position: Q4 2024 in Review

WCG Wealth Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2024, closing a stake of 11,841 shares — an estimated $619K sold.

WCG Wealth Advisors first reported a position in IPAY in Q3 2024 and held it in 1 quarter. The position peaked at $619K in Q3 2024. 87 funds tracked by Wall St. Rank hold IPAY as of Q4 2024.

  • WCG Wealth Advisors reported no remaining Amplify Mobile Payments ETF position as of Q4 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,841 Amplify Mobile Payments ETF shares in Q4 2024, an estimated $619K.
  • WCG Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q3 2024 and held it in 1 quarter.
  • WCG Wealth Advisors's Amplify Mobile Payments ETF position peaked at $619K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2024.

Based on WCG Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.