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

WT 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
2022 Q1	–	Sell	-3,825	Closed	-$222K	–	121
2021 Q4	$222K	Sell	3,825 -66	-2%	-$4.14K	0.08%	118
2021 Q3	$263K	Sell	3,891 -115	-3%	-$8.12K	0.1%	107
2021 Q2	$282K	Sell	4,006 -3,018	-43%	-$211K	0.11%	109
2021 Q1	$469K	Sell	7,024 -1,029	-13%	-$69.7K	0.22%	99
2020 Q4	$535K	Sell	8,053 -4,796	-37%	-$285K	0.29%	89
2020 Q3	$699K	Buy	12,849 +131	+1%	+$7K	0.46%	60
2020 Q2	$623K	Buy	12,718 +1,535	+14%	+$68.8K	0.5%	49
2020 Q1	$416K	Buy	11,183 +1,793	+19%	+$85.7K	0.44%	48
2019 Q4	$465K	Buy	9,390 +2,079	+28%	+$99K	0.35%	51
2019 Q3	$340K	Buy	+7,311	New	+$351K	0.3%	59

Other funds holding IPAY

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BAAM

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

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

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

BFO

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

RJFSA

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

WT Wealth Management's IPAY Position: Q1 2022 in Review

WT Wealth Management sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2022, closing a stake of 3,825 shares — an estimated $222K sold.

WT Wealth Management first reported a position in IPAY in Q3 2019 and held it in 10 quarters. The position peaked at $699K in Q3 2020. 155 funds tracked by Wall St. Rank hold IPAY as of Q1 2022.

WT Wealth Management reported no remaining Amplify Mobile Payments ETF position as of Q1 2022 after selling out during the quarter.
WT Wealth Management sold 3,825 Amplify Mobile Payments ETF shares in Q1 2022, an estimated $222K.
WT Wealth Management first reported a position in Amplify Mobile Payments ETF in Q3 2019 and held it in 10 quarters.
WT Wealth Management's Amplify Mobile Payments ETF position peaked at $699K in Q3 2020.
155 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2022.

Based on WT Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.