ACG Wealth’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

ACG Wealth’s Portfolio AIEQ Stock Details AIEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-30,873	Closed	-$692K	–	272
2020 Q1	$692K	Buy	30,873 +155	+0.5%	+$4.19K	0.13%	147
2019 Q4	$874K	Sell	30,718 -16,257	-35%	-$441K	0.13%	145
2019 Q3	$1.23M	Buy	46,975 +1,803	+4%	+$47.4K	0.18%	121
2019 Q2	$1.19M	Buy	45,172 +1,330	+3%	+$34.8K	0.16%	134
2019 Q1	$1.14M	Buy	43,842 +1,328	+3%	+$33K	0.15%	134
2018 Q4	$928K	Buy	42,514 +4,517	+12%	+$118K	0.14%	133
2018 Q3	$1.12M	Buy	37,997 +20,922	+123%	+$610K	0.15%	130
2018 Q2	$478K	Buy	+17,075	New	+$466K	0.07%	180

Other funds holding AIEQ

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

EWM

EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 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

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ACG Wealth's AIEQ Position: Q2 2020 in Review

ACG Wealth sold out of Amplify AI Powered Equity ETF (AIEQ) in Q2 2020, closing a stake of 30,873 shares — an estimated $692K sold.

ACG Wealth first reported a position in AIEQ in Q2 2018 and held it in 8 quarters. The position peaked at $1.23M in Q3 2019. 24 funds tracked by Wall St. Rank hold AIEQ as of Q2 2020.

ACG Wealth reported no remaining Amplify AI Powered Equity ETF position as of Q2 2020 after selling out during the quarter.
ACG Wealth sold 30,873 Amplify AI Powered Equity ETF shares in Q2 2020, an estimated $692K.
ACG Wealth first reported a position in Amplify AI Powered Equity ETF in Q2 2018 and held it in 8 quarters.
ACG Wealth's Amplify AI Powered Equity ETF position peaked at $1.23M in Q3 2019.
24 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q2 2020.

Based on ACG Wealth's 13F filing for Q2 2020, filed 7 Oct 2020.