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Avantax Planning Partners’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-183
Closed -$5K – 301
2018
Q3 		$5K Buy
+183
New +$5.33K ﹤0.01% 1069
2018
Q2 		– Sell
-183
Closed -$5K – 269
2018
Q1 		$5K Buy
+183
New +$4.91K ﹤0.01% 1300

Other funds holding AIEQ

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Planning Partners's AIEQ Position: Q4 2018 in Review

Avantax Planning Partners sold out of Amplify AI Powered Equity ETF (AIEQ) in Q4 2018, closing a stake of 183 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in AIEQ in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 30 funds tracked by Wall St. Rank hold AIEQ as of Q4 2018.

  • Avantax Planning Partners reported no remaining Amplify AI Powered Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 183 Amplify AI Powered Equity ETF shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Amplify AI Powered Equity ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Amplify AI Powered Equity ETF position peaked at $5K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.