EPG Wealth Management’s Amplify AI Powered Equity ETF AIEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,221
| Closed | -$208K | – | 407 |
|
|
2024
Q4 | $208K | Buy |
+5,221
| New | +$208K | 0.05% | 226 |
|
|
2023
Q4 | – | Sell |
-8,892
| Closed | -$265K | – | 426 |
|
|
2023
Q3 | $265K | Buy |
8,892
+38
| +0.4% | +$1.13K | 0.08% | 205 |
|
|
2023
Q2 | $279K | Buy |
8,854
+35
| +0.4% | +$1.1K | 0.08% | 197 |
|
|
2023
Q1 | $257K | Buy |
8,819
+202
| +2% | +$5.89K | 0.08% | 201 |
|
|
2022
Q4 | $245K | Sell |
8,617
-1,466
| -15% | -$41.8K | 0.09% | 182 |
|
|
2022
Q3 | $292K | Hold |
10,083
| – | – | 0.12% | 158 |
|
|
2022
Q2 | $305K | Sell |
10,083
-8,402
| -45% | -$254K | 0.13% | 156 |
|
|
2022
Q1 | $682K | Sell |
18,485
-1,072
| -5% | -$39.6K | 0.24% | 86 |
|
|
2021
Q4 | $819K | Buy |
19,557
+3,982
| +26% | +$167K | 0.29% | 75 |
|
|
2021
Q3 | $642K | Sell |
15,575
-391
| -2% | -$16.1K | 0.26% | 81 |
|
|
2021
Q2 | $662K | Sell |
15,966
-449
| -3% | -$18.6K | 0.28% | 83 |
|
|
2021
Q1 | $629K | Buy |
16,415
+8
| +0% | +$307 | 0.31% | 74 |
|
|
2020
Q4 | $582K | Sell |
16,407
-291
| -2% | -$10.3K | 0.35% | 63 |
|
|
2020
Q3 | $513K | Sell |
16,698
-18,492
| -53% | -$568K | 0.38% | 57 |
|
|
2020
Q2 | $991K | Sell |
35,190
-10,395
| -23% | -$293K | 0.7% | 37 |
|
|
2020
Q1 | $1.02M | Buy |
+45,585
| New | +$1.02M | 0.75% | 30 |
|