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Westwind Capital’s Amplify Mobile Payments ETF IPAY Stock Holding History

Westwind Capital’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
Q3 		– Sell
-30
Closed -$1K – 43
2022
Q2 		$1K Sell
30
-25,110
-100% -$1.13M ﹤0.01% 37
2022
Q1 		$1.31M Sell
25,140
-486
-2% -$25.3K 0.35% 23
2021
Q4 		$1.49M Buy
25,626
+1,967
+8% +$123K 0.37% 24
2021
Q3 		$1.6M Buy
23,659
+499
+2% +$35.2K 0.43% 23
2021
Q2 		$1.63M Buy
23,160
+548
+2% +$38.3K 0.39% 24
2021
Q1 		$1.51M Buy
22,612
+16
+0.1% +$1.08K 0.44% 22
2020
Q4 		$1.5M Sell
22,596
-338
-1% -$20.1K 0.44% 20
2020
Q3 		$1.25M Buy
22,934
+996
+5% +$53.2K 0.42% 19
2020
Q2 		$1.08M Sell
21,938
-729
-3% -$32.7K 0.41% 21
2020
Q1 		$845K Buy
22,667
+112
+0.5% +$5.35K 0.44% 20
2019
Q4 		$1.12M Buy
+22,555
New +$1.07M 0.54% 18

Other funds holding IPAY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Westwind Capital's IPAY Position: Q3 2022 in Review

Westwind Capital sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2022, closing a stake of 30 shares — an estimated $1K sold.

Westwind Capital first reported a position in IPAY in Q4 2019 and held it in 11 quarters. The position peaked at $1.63M in Q2 2021. 135 funds tracked by Wall St. Rank hold IPAY as of Q3 2022.

  • Westwind Capital reported no remaining Amplify Mobile Payments ETF position as of Q3 2022 after selling out during the quarter.
  • Westwind Capital sold 30 Amplify Mobile Payments ETF shares in Q3 2022, an estimated $1K.
  • Westwind Capital first reported a position in Amplify Mobile Payments ETF in Q4 2019 and held it in 11 quarters.
  • Westwind Capital's Amplify Mobile Payments ETF position peaked at $1.63M in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2022.

Based on Westwind Capital's 13F filing for Q3 2022, filed 4 Oct 2022.