CF
AIVC

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

Claris Financial’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
2026
Q1 		– Sell
-7,271
Closed -$493K – 196
2025
Q4 		$493K Buy
+7,271
New +$492K 0.26% 89

Other funds holding AIVC

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Claris Financial's AIVC Position: Q1 2026 in Review

Claris Financial sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q1 2026, closing a stake of 7,271 shares — an estimated $493K sold.

Claris Financial first reported a position in AIVC in Q4 2025 and held it in 1 quarter. The position peaked at $493K in Q4 2025. 13 funds tracked by Wall St. Rank hold AIVC as of Q1 2026.

  • Claris Financial reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Claris Financial sold 7,271 Amplify Bloomberg AI Equal Weight ETF shares in Q1 2026, an estimated $493K.
  • Claris Financial first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q4 2025 and held it in 1 quarter.
  • Claris Financial's Amplify Bloomberg AI Equal Weight ETF position peaked at $493K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.