EE
AIVC

EWG Elevate’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

EWG Elevate’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
2023
Q4 		– Sell
-106,828
Closed -$3.75M – 122
2023
Q3 		$3.75M Buy
+106,828
New +$3.85M 1.7% 24

Other funds holding AIVC

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWG Elevate's AIVC Position: Q4 2023 in Review

EWG Elevate sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q4 2023, closing a stake of 106,828 shares — an estimated $3.75M sold.

EWG Elevate first reported a position in AIVC in Q3 2023 and held it in 1 quarter. The position peaked at $3.75M in Q3 2023. 14 funds tracked by Wall St. Rank hold AIVC as of Q4 2023.

  • EWG Elevate reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
  • EWG Elevate sold 106,828 Amplify Bloomberg AI Equal Weight ETF shares in Q4 2023, an estimated $3.75M.
  • EWG Elevate first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q3 2023 and held it in 1 quarter.
  • EWG Elevate's Amplify Bloomberg AI Equal Weight ETF position peaked at $3.75M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q4 2023.

Based on EWG Elevate's 13F filing for Q4 2023, filed 9 Jan 2024.