CoreFirst Bank & Trust’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

CoreFirst Bank & Trust’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
2023 Q1	–	Sell	-4,000	Closed	-$114K	–	369
2022 Q4	$114K	Hold	4,000	–	–	0.09%	173
2022 Q3	$116K	Hold	4,000	–	–	0.1%	154
2022 Q2	$121K	Hold	4,000	–	–	0.1%	152
2022 Q1	$148K	Hold	4,000	–	–	0.1%	149
2021 Q4	$167K	Hold	4,000	–	–	0.11%	147
2021 Q3	$165K	Hold	4,000	–	–	0.11%	146
2021 Q2	$166K	Hold	4,000	–	–	0.11%	147
2021 Q1	$153K	Buy	+4,000	New	+$156K	0.11%	149

Other funds holding AIEQ

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CoreFirst Bank & Trust's AIEQ Position: Q1 2023 in Review

CoreFirst Bank & Trust sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2023, closing a stake of 4,000 shares — an estimated $114K sold.

CoreFirst Bank & Trust first reported a position in AIEQ in Q1 2021 and held it in 8 quarters. The position peaked at $167K in Q4 2021. 33 funds tracked by Wall St. Rank hold AIEQ as of Q1 2023.

CoreFirst Bank & Trust reported no remaining Amplify AI Powered Equity ETF position as of Q1 2023 after selling out during the quarter.
CoreFirst Bank & Trust sold 4,000 Amplify AI Powered Equity ETF shares in Q1 2023, an estimated $114K.
CoreFirst Bank & Trust first reported a position in Amplify AI Powered Equity ETF in Q1 2021 and held it in 8 quarters.
CoreFirst Bank & Trust's Amplify AI Powered Equity ETF position peaked at $167K in Q4 2021.
33 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2023, filed 15 May 2023.