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Confluence Wealth Services’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-880
Closed -$36K – 270
2021
Q4 		$36K Buy
+880
New +$37.5K 0.01% 554

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Confluence Wealth Services's AIEQ Position: Q1 2022 in Review

Confluence Wealth Services sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2022, closing a stake of 880 shares — an estimated $36K sold.

Confluence Wealth Services first reported a position in AIEQ in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 36 funds tracked by Wall St. Rank hold AIEQ as of Q1 2022.

  • Confluence Wealth Services reported no remaining Amplify AI Powered Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 880 Amplify AI Powered Equity ETF shares in Q1 2022, an estimated $36K.
  • Confluence Wealth Services first reported a position in Amplify AI Powered Equity ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Amplify AI Powered Equity ETF position peaked at $36K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.