Berkeley Capital Partners’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Berkeley Capital Partners’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
2026 Q2	$253K	Buy	+2,197	New	+$218K	0.05%	180

Other funds holding AIVC

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

KAS

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Berkeley Capital Partners's AIVC Position: Q2 2026 in Review

Berkeley Capital Partners opened a new position in Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q2 2026: 2,197 shares worth $253K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings.

10 funds tracked by Wall St. Rank hold AIVC as of Q2 2026.

Berkeley Capital Partners held 2,197 shares of Amplify Bloomberg AI Equal Weight ETF worth $253K as of Q2 2026.
Amplify Bloomberg AI Equal Weight ETF was a new Berkeley Capital Partners position in Q2 2026.
Amplify Bloomberg AI Equal Weight ETF made up 0.05% of Berkeley Capital Partners's portfolio in Q2 2026, its #180 holding.
10 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.