Golden State Wealth Management’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Golden State Wealth Management’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
2019 Q4	–	Sell	-350	Closed	-$13K	–	1009
2019 Q3	$13K	Hold	350	–	–	﹤0.01%	702
2019 Q2	$12K	Hold	350	–	–	﹤0.01%	720
2019 Q1	$12K	Buy	+350	New	+$11.5K	﹤0.01%	750

Other funds holding AIVC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Golden State Wealth Management's AIVC Position: Q4 2019 in Review

Golden State Wealth Management sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q4 2019, closing a stake of 350 shares — an estimated $13K sold.

Golden State Wealth Management first reported a position in AIVC in Q1 2019 and held it in 3 quarters. The position peaked at $13K in Q3 2019. 23 funds tracked by Wall St. Rank hold AIVC as of Q4 2019.

Golden State Wealth Management reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 350 Amplify Bloomberg AI Equal Weight ETF shares in Q4 2019, an estimated $13K.
Golden State Wealth Management first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's Amplify Bloomberg AI Equal Weight ETF position peaked at $13K in Q3 2019.
23 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.