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 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	$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	Hold	563	–	–	0.01%	361
2021 Q1	$21.6K	Buy	+563	New	+$21.9K	0.01%	355

Other funds holding AIEQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Financial Perspectives's AIEQ Position: Q2 2026 in Review

Financial Perspectives reduced its Amplify AI Powered Equity ETF (AIEQ) stake by 9.4% in Q2 2026, selling an estimated $2.55K and leaving 512 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #428.

Financial Perspectives first reported a position in AIEQ in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.5K in Q4 2025. 34 funds tracked by Wall St. Rank hold AIEQ as of Q2 2026.

Financial Perspectives held 512 shares of Amplify AI Powered Equity ETF worth $25.3K as of Q2 2026.
Financial Perspectives sold 53 Amplify AI Powered Equity ETF shares in Q2 2026, an estimated $2.55K.
Amplify AI Powered Equity ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #428 holding.
Financial Perspectives first reported a position in Amplify AI Powered Equity ETF in Q1 2021 and has held it in 22 quarters since.
Financial Perspectives's Amplify AI Powered Equity ETF position peaked at $25.5K in Q4 2025.
34 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.