Winslow Evans & Crocker’s Amplify Mobile Payments ETF IPAY Stock Holding History

Winslow Evans & Crocker’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 Q4	$0	Buy	+3,225	New	+$191K	﹤0.01%	1337
2019 Q4	–	Sell	-1,150	Closed	-$54K	–	1149
2019 Q3	$54K	Buy	+1,150	New	+$55.2K	0.02%	482
2018 Q4	–	Sell	-1,226	Closed	-$54K	–	1117
2018 Q3	$54K	Buy	1,226 +350	+40%	+$14.4K	0.02%	470
2018 Q2	$34K	Buy	876 +376	+75%	+$14.3K	0.01%	570
2018 Q1	$18.2K	Buy	500 +174	+53%	+$6.42K	0.01%	667
2017 Q4	$11.3K	Buy	+326	New	+$11.1K	﹤0.01%	784

Other funds holding IPAY

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

RJFSA

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BFO

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

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Winslow Evans & Crocker's IPAY Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Amplify Mobile Payments ETF (IPAY) in Q4 2020: 3,225 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IPAY as recently as Q3 2019.

Winslow Evans & Crocker first reported a position in IPAY in Q4 2017 and has held it in 6 quarters since. The position peaked at $54K in Q3 2019. 159 funds tracked by Wall St. Rank hold IPAY as of Q4 2020.

Winslow Evans & Crocker held 3,225 shares of Amplify Mobile Payments ETF worth $0 as of Q4 2020.
Amplify Mobile Payments ETF was a new Winslow Evans & Crocker position in Q4 2020.
Amplify Mobile Payments ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1337 holding.
Winslow Evans & Crocker first reported a position in Amplify Mobile Payments ETF in Q4 2017 and has held it in 6 quarters since.
Winslow Evans & Crocker's Amplify Mobile Payments ETF position peaked at $54K in Q3 2019.
159 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.