Blue Bell Private Wealth Management’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Blue Bell Private Wealth 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
2024 Q1	–	Sell	-170	Closed	-$6.05K	–	725
2023 Q4	$6.05K	Hold	170	–	–	﹤0.01%	544
2023 Q3	$5.06K	Hold	170	–	–	﹤0.01%	498
2023 Q2	$5.36K	Hold	170	–	–	﹤0.01%	495
2023 Q1	$4.95K	Hold	170	–	–	﹤0.01%	462
2022 Q4	$4.84K	Hold	170	–	–	﹤0.01%	469
2022 Q3	$5K	Hold	170	–	–	﹤0.01%	455
2022 Q2	$5K	Hold	170	–	–	﹤0.01%	493
2022 Q1	$6K	Hold	170	–	–	﹤0.01%	508
2021 Q4	$7K	Hold	170	–	–	﹤0.01%	458
2021 Q3	$7K	Hold	170	–	–	﹤0.01%	151
2021 Q2	$7K	Hold	170	–	–	﹤0.01%	154
2021 Q1	$7K	Hold	170	–	–	﹤0.01%	149
2020 Q4	$10K	Hold	170	–	–	﹤0.01%	126
2020 Q3	$5K	Sell	170 -200	-54%	-$6.04K	﹤0.01%	153
2020 Q2	$10K	Sell	370 -100	-21%	-$2.62K	﹤0.01%	144
2020 Q1	$11K	Buy	+470	New	+$12.7K	0.01%	139

Other funds holding AIEQ

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Bell Private Wealth Management's AIEQ Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2024, closing a stake of 170 shares — an estimated $6.05K sold.

Blue Bell Private Wealth Management first reported a position in AIEQ in Q1 2020 and held it in 16 quarters. The position peaked at $11K in Q1 2020. 20 funds tracked by Wall St. Rank hold AIEQ as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining Amplify AI Powered Equity ETF position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 170 Amplify AI Powered Equity ETF shares in Q1 2024, an estimated $6.05K.
Blue Bell Private Wealth Management first reported a position in Amplify AI Powered Equity ETF in Q1 2020 and held it in 16 quarters.
Blue Bell Private Wealth Management's Amplify AI Powered Equity ETF position peaked at $11K in Q1 2020.
20 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.