Creative Planning
AIVC

Creative Planning’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-100
Closed -$3K – 3790
2017
Q2 		$3K Buy
100
+75
+300% +$2.25K ﹤0.01% 4219
2017
Q1 		$1K Hold
25
– – ﹤0.01% 4520
2016
Q4 		$1K Hold
25
– – ﹤0.01% 4511
2016
Q3 		$1K Buy
+25
New +$677 ﹤0.01% 4459

Other funds holding AIVC

EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

Creative Planning's AIVC Position: Q3 2017 in Review

Creative Planning sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q3 2017, closing a stake of 100 shares — an estimated $3K sold.

Creative Planning first reported a position in AIVC in Q3 2016 and held it in 4 quarters. The position peaked at $3K in Q2 2017. 12 funds tracked by Wall St. Rank hold AIVC as of Q3 2017.

  • Creative Planning reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 Amplify Bloomberg AI Equal Weight ETF shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Amplify Bloomberg AI Equal Weight ETF position peaked at $3K in Q2 2017.
  • 12 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.