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Burleson & Co’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Burleson & Co’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
2021
Q3 		– Sell
-25
Closed -$1K – 355
2021
Q2 		$1K Hold
25
– – ﹤0.01% 326
2021
Q1 		$1K Buy
+25
New +$975 ﹤0.01% 323

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 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

Burleson & Co's AIEQ Position: Q3 2021 in Review

Burleson & Co sold out of Amplify AI Powered Equity ETF (AIEQ) in Q3 2021, closing a stake of 25 shares — an estimated $1K sold.

Burleson & Co first reported a position in AIEQ in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 35 funds tracked by Wall St. Rank hold AIEQ as of Q3 2021.

  • Burleson & Co reported no remaining Amplify AI Powered Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Burleson & Co sold 25 Amplify AI Powered Equity ETF shares in Q3 2021, an estimated $1K.
  • Burleson & Co first reported a position in Amplify AI Powered Equity ETF in Q1 2021 and held it in 2 quarters.
  • Burleson & Co's Amplify AI Powered Equity ETF position peaked at $1K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q3 2021.

Based on Burleson & Co's 13F filing for Q3 2021, filed 2 Nov 2021.