AE Wealth Management’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

AE Wealth Management’s Portfolio AIVC Stock Details AIVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$103K	Buy	898 +796	+780%	+$87.1K	﹤0.01%	1967
2026 Q2	$11.8K	Hold	102	–	–	﹤0.01%	2355
2026 Q1	$7.04K	Hold	102	–	–	﹤0.01%	2327
2025 Q4	$6.92K	Hold	102	–	–	﹤0.01%	2190
2025 Q3	$6.47K	Hold	102	–	–	﹤0.01%	2038
2025 Q2	$5.45K	Sell	102 -51	-33%	-$2.34K	﹤0.01%	1942
2025 Q1	$6.56K	Buy	153 +51	+50%	+$2.5K	﹤0.01%	1909
2024 Q4	$4.95K	Buy	+102	New	+$5.05K	﹤0.01%	1922

Other funds holding AIVC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AE Wealth Management's AIVC Position: Q3 2026 in Review

AE Wealth Management increased its Amplify Bloomberg AI Equal Weight ETF (AIVC) stake by 780% in Q3 2026, buying an estimated $87.1K and bringing the position to 898 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

AE Wealth Management first reported a position in AIVC in Q4 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold AIVC as of Q3 2026.

AE Wealth Management held 898 shares of Amplify Bloomberg AI Equal Weight ETF worth $103K as of Q3 2026.
AE Wealth Management bought 796 Amplify Bloomberg AI Equal Weight ETF shares in Q3 2026, an estimated $87.1K.
Amplify Bloomberg AI Equal Weight ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #1967 holding.
AE Wealth Management first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.