Western Pacific Wealth Management’s Amplify Mobile Payments ETF IPAY Stock Holding History

Western Pacific Wealth Management’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
2023 Q4	–	Sell	-3	Closed	-$117	–	262
2023 Q3	$117	Hold	3	–	–	﹤0.01%	274
2023 Q2	$128	Hold	3	–	–	﹤0.01%	279
2023 Q1	$125	Hold	3	–	–	﹤0.01%	301
2022 Q4	$117	Buy	+3	New	+$119	﹤0.01%	287
2022 Q2	–	Sell	-325	Closed	-$16K	–	204
2022 Q1	$16K	Sell	325 -1,675	-84%	-$87.1K	0.01%	151
2021 Q4	$116K	Buy	+2,000	New	+$125K	0.07%	62

Other funds holding IPAY

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Western Pacific Wealth Management's IPAY Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2023, closing a stake of 3 shares — an estimated $117 sold.

Western Pacific Wealth Management first reported a position in IPAY in Q4 2021 and held it in 6 quarters. The position peaked at $116K in Q4 2021. 97 funds tracked by Wall St. Rank hold IPAY as of Q4 2023.

Western Pacific Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q4 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 3 Amplify Mobile Payments ETF shares in Q4 2023, an estimated $117.
Western Pacific Wealth Management first reported a position in Amplify Mobile Payments ETF in Q4 2021 and held it in 6 quarters.
Western Pacific Wealth Management's Amplify Mobile Payments ETF position peaked at $116K in Q4 2021.
97 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.