HCR Wealth Advisors’s Amplify AI Powered Equity ETF AIEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
6,140
| – | – | 0.03% | 201 |
|
|
2025
Q1 | $226K | Hold |
6,140
| – | – | 0.03% | 212 |
|
|
2024
Q4 | $244K | Buy |
6,140
+48
| +0.8% | +$1.91K | 0.03% | 200 |
|
|
2024
Q3 | $229K | Hold |
6,092
| – | – | 0.03% | 213 |
|
|
2024
Q2 | $221K | Buy |
6,092
+130
| +2% | +$4.72K | 0.03% | 209 |
|
|
2024
Q1 | $218K | Sell |
5,962
-40
| -0.7% | -$1.46K | 0.03% | 207 |
|
|
2023
Q4 | $214K | Buy |
+6,002
| New | +$214K | 0.03% | 191 |
|
|
2023
Q3 | – | Sell |
-7,556
| Closed | -$238K | – | 172 |
|
|
2023
Q2 | $238K | Sell |
7,556
-104
| -1% | -$3.28K | 0.04% | 154 |
|
|
2023
Q1 | $223K | Sell |
7,660
-8,017
| -51% | -$234K | 0.04% | 155 |
|
|
2022
Q4 | $446K | Sell |
15,677
-1,730
| -10% | -$49.3K | 0.09% | 116 |
|
|
2022
Q3 | $504K | Sell |
17,407
-2,952
| -14% | -$85.5K | 0.11% | 105 |
|
|
2022
Q2 | $615K | Sell |
20,359
-949
| -4% | -$28.7K | 0.12% | 102 |
|
|
2022
Q1 | $786K | Sell |
21,308
-828
| -4% | -$30.5K | 0.13% | 105 |
|
|
2021
Q4 | $927K | Sell |
22,136
-626
| -3% | -$26.2K | 0.14% | 105 |
|
|
2021
Q3 | $938K | Buy |
22,762
+7,151
| +46% | +$295K | 0.16% | 106 |
|
|
2021
Q2 | $647K | Buy |
15,611
+970
| +7% | +$40.2K | 0.11% | 115 |
|
|
2021
Q1 | $561K | Sell |
14,641
-1,132
| -7% | -$43.4K | 0.11% | 119 |
|
|
2020
Q4 | $560K | Sell |
15,773
-1,468
| -9% | -$52.1K | 0.12% | 110 |
|
|
2020
Q3 | $530K | Buy |
17,241
+55
| +0.3% | +$1.69K | 0.12% | 102 |
|
|
2020
Q2 | $490K | Sell |
17,186
-5,435
| -24% | -$155K | 0.12% | 96 |
|
|
2020
Q1 | $507K | Sell |
22,621
-10,400
| -31% | -$233K | 0.15% | 89 |
|
|
2019
Q4 | $939K | Buy |
+33,021
| New | +$939K | 0.23% | 76 |
|
|
2019
Q3 | – | Sell |
-36,377
| Closed | -$958K | – | 148 |
|
|
2019
Q2 | $958K | Sell |
36,377
-6,686
| -16% | -$176K | 0.27% | 70 |
|
|
2019
Q1 | $1.11M | Sell |
43,063
-15,268
| -26% | -$395K | 0.32% | 63 |
|
|
2018
Q4 | $1.27M | Sell |
58,331
-4,650
| -7% | -$101K | 0.41% | 54 |
|
|
2018
Q3 | $1.71M | Buy |
+62,981
| New | +$1.71M | 0.56% | 41 |
|