CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q2 		– Sell
-64
Closed -$2K – 4917
2022
Q1 		$2K Buy
+64
New +$2.35K ﹤0.01% 4453

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors's AIEQ Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Amplify AI Powered Equity ETF (AIEQ) in Q2 2022, closing a stake of 64 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in AIEQ in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 33 funds tracked by Wall St. Rank hold AIEQ as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Amplify AI Powered Equity ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 64 Amplify AI Powered Equity ETF shares in Q2 2022, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in Amplify AI Powered Equity ETF in Q1 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Amplify AI Powered Equity ETF position peaked at $2K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.