Winch Advisory Services, LLC IPAY — AMPLIFY TR MOBILE PAYMENTS ETF

Ownership history in Winch Advisory Services, LLC  ·  8 quarters on record

AI Ownership Summary

Winch Advisory Services, LLC reported AMPLIFY TR MOBILE PAYMENTS ETF (IPAY) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows IPAY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IPAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Winch Advisory Services, LLC's position in AMPLIFY TR MOBILE PAYMENTS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IPAY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IPAY stock page Winch Advisory Services, LLC fund profile Winch Advisory Services, LLC full holdings
How Winch Advisory Services, LLC held IPAY — position size vs. price
% of Fund (quarterly)    IPAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 163 — 0% 0.00% $7K 2026-04-30 $47.12
2025 Q4 UNCHANGED — — — 163 — 0% 0.00% $8K 2026-02-03 $46.35
2025 Q3 UNCHANGED — — — 163 — 0% 0.00% $9K 2025-11-12 $53.48
2025 Q2 UNCHANGED — — — 163 — 0% 0.00% $10K 2025-08-07 $56.91
2025 Q1 UNCHANGED — — — 163 — 0% 0.00% $9K 2025-05-06 $52.96
2024 Q4 UNCHANGED — — — 163 — 0% 0.00% $9K 2025-01-14 $56.69
2024 Q3 UNCHANGED — — — 163 — 0% 0.00% $9K 2024-10-21 $53.51
2024 Q2 INITIATED — — — 163 — — 0.00% $8K 2024-07-31 $48.25

🏢 Other funds also holding IPAY

As of 2026 Q1 — sorted by position size

Northstar Group, Inc. 3Y 7Y 0.13% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.03% Hyposwiss Advisors SA 0.01% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.01% Bank of New Hampshire 3Y 0.01% EXENCIAL WEALTH ADVISORS, LLC 3Y 7Y 0.01% OPPENHEIMER & CO INC 3Y 7Y 0.0% Banque Cantonale Vaudoise 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% Darwin Wealth Management, LLC 3Y 7Y 0.0%

FAQ About Winch Advisory Services, LLC and IPAY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Winch Advisory Services, LLC reported owning IPAY?

Winch Advisory Services, LLC reported IPAY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported IPAY position in Winch Advisory Services, LLC's portfolio?

The largest reported portfolio weight for IPAY was 0.00% in 2024 Q4.

What is the latest reported IPAY position on this page?

The most recent filing on this page is 2026 Q1, when Winch Advisory Services, LLC reported 163 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this IPAY ownership page compare?

The chart compares Winch Advisory Services, LLC's quarterly IPAY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Winch Advisory Services, LLC Holdings