Arkadios Wealth Advisors’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-731	Closed	-$37K	–	1835
2021 Q3	$37K	Hold	731	–	–	0.01%	988
2021 Q2	$37K	Hold	731	–	–	﹤0.01%	1038
2021 Q1	$35K	Sell	731 -690	-49%	-$36.4K	0.01%	802
2020 Q4	$74K	Sell	1,421 -290	-17%	-$13.5K	0.02%	487
2020 Q3	$77.3K	Hold	1,711	–	–	0.04%	332
2020 Q2	$69K	Sell	1,711 -1,541	-47%	-$52.1K	0.04%	317
2020 Q1	$88K	Buy	3,252 +8	+0.2%	+$279	0.06%	249
2019 Q4	$129K	Buy	+3,244	New	+$117K	0.08%	202

Other funds holding AIVC

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return