Wolf Group Capital Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

Wolf Group Capital 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
2025 Q1	$355K	Buy	+6,663	New	+$384K	0.12%	117
2024 Q3	–	Sell	-10,108	Closed	-$473K	–	121
2024 Q2	$473K	Buy	+10,108	New	+$492K	0.19%	92
2024 Q1	–	Sell	-10,059	Closed	-$430K	–	104
2023 Q4	$430K	Sell	10,059 -42	-0.4%	-$1.71K	0.2%	87
2023 Q3	$395K	Buy	10,101 +42	+0.4%	+$1.78K	0.19%	91
2023 Q2	$413K	Hold	10,059	–	–	0.21%	86
2023 Q1	$419K	Sell	10,059 -100	-1%	-$4.23K	0.21%	85
2022 Q4	$399K	Buy	+10,159	New	+$403K	0.19%	90
2022 Q2	–	Sell	-20,116	Closed	-$1.05M	–	113
2022 Q1	$1.05M	Sell	20,116 -101,159	-83%	-$5.26M	0.54%	59
2021 Q4	$7.04M	Buy	121,275 +107,002	+750%	+$6.71M	1.15%	28
2021 Q3	$966K	Sell	14,273 -4	-0%	-$282	0.53%	65
2021 Q2	$1.01M	Buy	14,277 +3,346	+31%	+$234K	0.54%	63
2021 Q1	$730K	Buy	10,931 +6,541	+149%	+$443K	0.42%	66
2020 Q4	$292K	Buy	+4,390	New	+$260K	0.18%	76

Other funds holding IPAY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Wolf Group Capital Advisors's IPAY Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Amplify Mobile Payments ETF (IPAY) in Q1 2025: 6,663 shares worth $355K. The stake represents 0.12% of the portfolio and ranks #117 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in IPAY as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in IPAY in Q4 2020 and has held it in 13 quarters since. The position peaked at $7.04M in Q4 2021. 88 funds tracked by Wall St. Rank hold IPAY as of Q1 2025.

Wolf Group Capital Advisors held 6,663 shares of Amplify Mobile Payments ETF worth $355K as of Q1 2025.
Amplify Mobile Payments ETF was a new Wolf Group Capital Advisors position in Q1 2025.
Amplify Mobile Payments ETF made up 0.12% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #117 holding.
Wolf Group Capital Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2020 and has held it in 13 quarters since.
Wolf Group Capital Advisors's Amplify Mobile Payments ETF position peaked at $7.04M in Q4 2021.
88 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.