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WealthSource Partners’s Amplify Mobile Payments ETF IPAY Stock Holding History

WealthSource Partners’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
2020
Q1 		– Sell
-27,673
Closed -$1.37M – 383
2019
Q4 		$1.37M Buy
27,673
+6,633
+32% +$316K 0.18% 103
2019
Q3 		$981K Sell
21,040
-6,839
-25% -$328K 0.15% 146
2019
Q2 		$1.31M Buy
+27,879
New +$1.24M 0.21% 115

Other funds holding IPAY

ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

WealthSource Partners's IPAY Position: Q1 2020 in Review

WealthSource Partners sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2020, closing a stake of 27,673 shares — an estimated $1.37M sold.

WealthSource Partners first reported a position in IPAY in Q2 2019 and held it in 3 quarters. The position peaked at $1.37M in Q4 2019. 103 funds tracked by Wall St. Rank hold IPAY as of Q1 2020.

  • WealthSource Partners reported no remaining Amplify Mobile Payments ETF position as of Q1 2020 after selling out during the quarter.
  • WealthSource Partners sold 27,673 Amplify Mobile Payments ETF shares in Q1 2020, an estimated $1.37M.
  • WealthSource Partners first reported a position in Amplify Mobile Payments ETF in Q2 2019 and held it in 3 quarters.
  • WealthSource Partners's Amplify Mobile Payments ETF position peaked at $1.37M in Q4 2019.
  • 103 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.