AWM
AIVC

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
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AE Wealth Management's AIVC Position: Q2 2026 in Review

AE Wealth Management held its Amplify Bloomberg AI Equal Weight ETF (AIVC) position steady in Q2 2026 at 102 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

AE Wealth Management first reported a position in AIVC in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold AIVC as of Q2 2026.

  • AE Wealth Management held 102 shares of Amplify Bloomberg AI Equal Weight ETF worth $11.8K as of Q2 2026.
  • AE Wealth Management left its Amplify Bloomberg AI Equal Weight ETF share count unchanged in Q2 2026.
  • Amplify Bloomberg AI Equal Weight ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2355 holding.
  • AE Wealth Management first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.