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Flagship Harbor Advisors’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Flagship Harbor Advisors’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
2020
Q3 		– Sell
-907
Closed -$25K – 1903
2020
Q2 		$25K Sell
907
-2,180
-71% -$57.1K ﹤0.01% 1064
2020
Q1 		$69K Buy
+3,087
New +$83.4K 0.01% 665

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Flagship Harbor Advisors's AIEQ Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of Amplify AI Powered Equity ETF (AIEQ) in Q3 2020, closing a stake of 907 shares — an estimated $25K sold.

Flagship Harbor Advisors first reported a position in AIEQ in Q1 2020 and held it in 2 quarters. The position peaked at $69K in Q1 2020. 18 funds tracked by Wall St. Rank hold AIEQ as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining Amplify AI Powered Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 907 Amplify AI Powered Equity ETF shares in Q3 2020, an estimated $25K.
  • Flagship Harbor Advisors first reported a position in Amplify AI Powered Equity ETF in Q1 2020 and held it in 2 quarters.
  • Flagship Harbor Advisors's Amplify AI Powered Equity ETF position peaked at $69K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.