CAPTRUST Financial Advisors
AIVC

CAPTRUST Financial Advisors’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-400
Closed -$13K – 4161
2022
Q2 		$13K Buy
+400
New +$13.7K ﹤0.01% 3624

Other funds holding AIVC

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CAPTRUST Financial Advisors's AIVC Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q3 2022, closing a stake of 400 shares — an estimated $13K sold.

CAPTRUST Financial Advisors first reported a position in AIVC in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 17 funds tracked by Wall St. Rank hold AIVC as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 400 Amplify Bloomberg AI Equal Weight ETF shares in Q3 2022, an estimated $13K.
  • CAPTRUST Financial Advisors first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Amplify Bloomberg AI Equal Weight ETF position peaked at $13K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.