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Belpointe Asset Management’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-610
Closed -$17.8K – 678
2023
Q1 		$17.8K Hold
610
– – ﹤0.01% 2371
2022
Q4 		$17.4K Buy
+610
New +$18.4K ﹤0.01% 2276

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belpointe Asset Management's AIEQ Position: Q2 2023 in Review

Belpointe Asset Management sold out of Amplify AI Powered Equity ETF (AIEQ) in Q2 2023, closing a stake of 610 shares — an estimated $17.8K sold.

Belpointe Asset Management first reported a position in AIEQ in Q4 2022 and held it in 2 quarters. The position peaked at $17.8K in Q1 2023. 29 funds tracked by Wall St. Rank hold AIEQ as of Q2 2023.

  • Belpointe Asset Management reported no remaining Amplify AI Powered Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 610 Amplify AI Powered Equity ETF shares in Q2 2023, an estimated $17.8K.
  • Belpointe Asset Management first reported a position in Amplify AI Powered Equity ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Amplify AI Powered Equity ETF position peaked at $17.8K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.