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EPG Wealth Management’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

EPG Wealth Management’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
-5,221
Closed -$208K – 417
2024
Q4 		$208K Buy
+5,221
New +$207K 0.05% 226
2023
Q4 		– Sell
-8,892
Closed -$265K – 426
2023
Q3 		$265K Buy
8,892
+38
+0.4% +$1.2K 0.08% 205
2023
Q2 		$279K Buy
8,854
+35
+0.4% +$1.02K 0.08% 197
2023
Q1 		$257K Buy
8,819
+202
+2% +$6.12K 0.08% 201
2022
Q4 		$245K Sell
8,617
-1,466
-15% -$44.3K 0.09% 182
2022
Q3 		$292K Hold
10,083
– – 0.12% 158
2022
Q2 		$305K Sell
10,083
-8,402
-45% -$283K 0.13% 156
2022
Q1 		$682K Sell
18,485
-1,072
-5% -$39.3K 0.24% 86
2021
Q4 		$819K Buy
19,557
+3,982
+26% +$170K 0.29% 75
2021
Q3 		$642K Sell
15,575
-391
-2% -$16.3K 0.26% 81
2021
Q2 		$662K Sell
15,966
-449
-3% -$17.4K 0.28% 83
2021
Q1 		$629K Buy
16,415
+8
+0% +$312 0.31% 74
2020
Q4 		$582K Sell
16,407
-291
-2% -$9.62K 0.35% 63
2020
Q3 		$513K Sell
16,698
-18,492
-53% -$559K 0.38% 57
2020
Q2 		$991K Sell
35,190
-10,395
-23% -$272K 0.7% 37
2020
Q1 		$1.02M Buy
+45,585
New +$1.23M 0.75% 30

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

EPG Wealth Management's AIEQ Position: Q1 2025 in Review

EPG Wealth Management sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2025, closing a stake of 5,221 shares — an estimated $208K sold.

EPG Wealth Management first reported a position in AIEQ in Q1 2020 and held it in 16 quarters. The position peaked at $1.02M in Q1 2020. 29 funds tracked by Wall St. Rank hold AIEQ as of Q1 2025.

  • EPG Wealth Management reported no remaining Amplify AI Powered Equity ETF position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 5,221 Amplify AI Powered Equity ETF shares in Q1 2025, an estimated $208K.
  • EPG Wealth Management first reported a position in Amplify AI Powered Equity ETF in Q1 2020 and held it in 16 quarters.
  • EPG Wealth Management's Amplify AI Powered Equity ETF position peaked at $1.02M in Q1 2020.
  • 29 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.