Financial Perspectives’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Financial Perspectives’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
2026 Q3	$25.2K	Hold	512	–	–	0.01%	436
2026 Q2	$25.3K	Sell	512 -53	-9%	-$2.55K	0.01%	428
2026 Q1	$24.4K	Hold	565	–	–	0.01%	416
2025 Q4	$25.5K	Hold	565	–	–	0.01%	403
2025 Q3	$25.4K	Hold	565	–	–	0.01%	398
2025 Q2	$24K	Hold	565	–	–	0.01%	396
2025 Q1	$20.8K	Hold	565	–	–	0.01%	407
2024 Q4	$22.5K	Hold	565	–	–	0.01%	398
2024 Q3	$21.2K	Hold	565	–	–	0.01%	383
2024 Q2	$20.5K	Hold	565	–	–	0.01%	377
2024 Q1	$20.6K	Hold	565	–	–	0.01%	374
2023 Q4	$20.1K	Hold	565	–	–	0.01%	377
2023 Q3	$16.8K	Buy	565 +1	+0.2%	+$31	0.01%	382
2023 Q2	$17.8K	Hold	564	–	–	0.01%	377
2023 Q1	$16.4K	Hold	564	–	–	0.01%	382
2022 Q4	$16.1K	Hold	564	–	–	0.01%	384
2022 Q3	$16.3K	Hold	564	–	–	0.01%	374
2022 Q2	$17K	Hold	564	–	–	0.01%	373
2022 Q1	$20.8K	Hold	564	–	–	0.01%	367
2021 Q4	$23.6K	Buy	564 +1	+0.2%	+$43	0.01%	336
2021 Q3	$23.2K	Hold	563	–	–	0.01%	340
2021 Q2	$23.3K	Hold	563	–	–	0.01%	361
2021 Q1	$21.6K	Buy	+563	New	+$21.9K	0.01%	355

Other funds holding AIEQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First International Bank of Israel Tel Aviv $247M AUM 9.66% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Financial Perspectives's AIEQ Position: Q3 2026 in Review

Financial Perspectives held its Amplify AI Powered Equity ETF (AIEQ) position steady in Q3 2026 at 512 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #436.

Financial Perspectives first reported a position in AIEQ in Q1 2021 and has held it in 23 quarters since. The position peaked at $25.5K in Q4 2025. 12 funds tracked by Wall St. Rank hold AIEQ as of Q3 2026.

Financial Perspectives held 512 shares of Amplify AI Powered Equity ETF worth $25.2K as of Q3 2026.
Financial Perspectives left its Amplify AI Powered Equity ETF share count unchanged in Q3 2026.
Amplify AI Powered Equity ETF made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #436 holding.
Financial Perspectives first reported a position in Amplify AI Powered Equity ETF in Q1 2021 and has held it in 23 quarters since.
Financial Perspectives's Amplify AI Powered Equity ETF position peaked at $25.5K in Q4 2025.
12 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.