Creative Planning
AIEQ icon

Creative Planning’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Creative Planning’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
2025
Q1 		– Sell
-5,028
Closed -$200K – 3468
2024
Q4 		$200K Buy
+5,028
New +$199K ﹤0.01% 2972

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's AIEQ Position: Q1 2025 in Review

Creative Planning sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2025, closing a stake of 5,028 shares — an estimated $200K sold.

Creative Planning first reported a position in AIEQ in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 29 funds tracked by Wall St. Rank hold AIEQ as of Q1 2025.

  • Creative Planning reported no remaining Amplify AI Powered Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 5,028 Amplify AI Powered Equity ETF shares in Q1 2025, an estimated $200K.
  • Creative Planning first reported a position in Amplify AI Powered Equity ETF in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Amplify AI Powered Equity ETF position peaked at $200K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.