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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
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 		$23.9K 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 Sell
563
-21,001
-97% -$815K 0.01% 361
2021
Q1 		$563K Buy
+21,564
New +$841K 0.03% 272

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Perspectives's AIEQ Position: Q1 2026 in Review

Financial Perspectives held its Amplify AI Powered Equity ETF (AIEQ) position steady in Q1 2026 at 565 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #416.

Financial Perspectives first reported a position in AIEQ in Q1 2021 and has held it in 21 quarters since. The position peaked at $563K in Q1 2021. 32 funds tracked by Wall St. Rank hold AIEQ as of Q1 2026.

  • Financial Perspectives held 565 shares of Amplify AI Powered Equity ETF worth $24.4K as of Q1 2026.
  • Financial Perspectives left its Amplify AI Powered Equity ETF share count unchanged in Q1 2026.
  • Amplify AI Powered Equity ETF made up 0.01% of Financial Perspectives's portfolio in Q1 2026, its #416 holding.
  • Financial Perspectives first reported a position in Amplify AI Powered Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • Financial Perspectives's Amplify AI Powered Equity ETF position peaked at $563K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.