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 Q3	$3.24K	Sell	66 -37	-36%	-$1.85K	﹤0.01%	2899
2026 Q2	$5.09K	Buy	103 +37	+56%	+$1.78K	﹤0.01%	2679
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First International Bank of Israel Tel Aviv $247M AUM 9.66% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $431M AUM 20.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

AssetMark Inc's AIEQ Position: Q3 2026 in Review

AssetMark Inc reduced its Amplify AI Powered Equity ETF (AIEQ) stake by 36% in Q3 2026, selling an estimated $1.85K and leaving 66 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

AssetMark Inc first reported a position in AIEQ in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.09K in Q2 2026. 12 funds tracked by Wall St. Rank hold AIEQ as of Q3 2026.

AssetMark Inc held 66 shares of Amplify AI Powered Equity ETF worth $3.24K as of Q3 2026.
AssetMark Inc sold 37 Amplify AI Powered Equity ETF shares in Q3 2026, an estimated $1.85K.
Amplify AI Powered Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2899 holding.
AssetMark Inc first reported a position in Amplify AI Powered Equity ETF in Q3 2024 and has held it in 9 quarters since.
AssetMark Inc's Amplify AI Powered Equity ETF position peaked at $5.09K in Q2 2026.
12 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.