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	–	1833
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 $3.88B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Arkadios Wealth Advisors's AIVC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q4 2021, closing a stake of 731 shares — an estimated $37K sold.

Arkadios Wealth Advisors first reported a position in AIVC in Q4 2019 and held it in 8 quarters. The position peaked at $129K in Q4 2019. 22 funds tracked by Wall St. Rank hold AIVC as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 731 Amplify Bloomberg AI Equal Weight ETF shares in Q4 2021, an estimated $37K.
Arkadios Wealth Advisors first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Amplify Bloomberg AI Equal Weight ETF position peaked at $129K in Q4 2019.
22 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.