AssetMark Inc’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

AssetMark Inc’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
2026 Q1	$2.85K	Sell	66 -25	-27%	-$1.13K	﹤0.01%	2752
2025 Q4	$4.11K	Buy	91 +60	+194%	+$2.71K	﹤0.01%	2533
2025 Q3	$1.39K	Hold	31	–	–	﹤0.01%	2715
2025 Q2	$1.31K	Hold	31	–	–	﹤0.01%	2549
2025 Q1	$1.14K	Hold	31	–	–	﹤0.01%	2277
2024 Q4	$1.23K	Hold	31	–	–	﹤0.01%	2207
2024 Q3	$1.16K	Buy	+31	New	+$1.13K	﹤0.01%	1969

Other funds holding AIEQ

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

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

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AssetMark Inc's AIEQ Position: Q1 2026 in Review

AssetMark Inc reduced its Amplify AI Powered Equity ETF (AIEQ) stake by 27% in Q1 2026, selling an estimated $1.13K and leaving 66 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

AssetMark Inc first reported a position in AIEQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.11K in Q4 2025. 32 funds tracked by Wall St. Rank hold AIEQ as of Q1 2026.

AssetMark Inc held 66 shares of Amplify AI Powered Equity ETF worth $2.85K as of Q1 2026.
AssetMark Inc sold 25 Amplify AI Powered Equity ETF shares in Q1 2026, an estimated $1.13K.
Amplify AI Powered Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2752 holding.
AssetMark Inc first reported a position in Amplify AI Powered Equity ETF in Q3 2024 and has held it in 7 quarters since.
AssetMark Inc's Amplify AI Powered Equity ETF position peaked at $4.11K in Q4 2025.
32 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.