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Calton & Associates’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Calton & Associates’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
Q1 		– Sell
-200
Closed -$5K – 369
2017
Q4 		$5K Buy
+200
New +$5.04K ﹤0.01% 1231

Other funds holding AIEQ

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
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Calton & Associates's AIEQ Position: Q1 2018 in Review

Calton & Associates sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2018, closing a stake of 200 shares — an estimated $5K sold.

Calton & Associates first reported a position in AIEQ in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 26 funds tracked by Wall St. Rank hold AIEQ as of Q1 2018.

  • Calton & Associates reported no remaining Amplify AI Powered Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 200 Amplify AI Powered Equity ETF shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in Amplify AI Powered Equity ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Amplify AI Powered Equity ETF position peaked at $5K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.