HCR Wealth Advisors’s Amplify AI Powered Equity ETF AIEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $230K | Sell |
4,645
-785
| -14% | -$37.7K | 0.02% | 236 |
|
|
2026
Q1 | $235K | Sell |
5,430
-710
| -12% | -$32K | 0.02% | 218 |
|
|
2025
Q4 | $277K | Hold |
6,140
| – | – | 0.03% | 203 |
|
|
2025
Q3 | $276K | Hold |
6,140
| – | – | 0.03% | 194 |
|
|
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% | +$1.9K | 0.03% | 200 |
|
|
2024
Q3 | $229K | Hold |
6,092
| – | – | 0.03% | 213 |
|
|
2024
Q2 | $221K | Buy |
6,092
+130
| +2% | +$4.57K | 0.03% | 209 |
|
|
2024
Q1 | $218K | Sell |
5,962
-40
| -0.7% | -$1.41K | 0.03% | 207 |
|
|
2023
Q4 | $214K | Buy |
+6,002
| New | +$187K | 0.03% | 191 |
|
|
2023
Q3 | – | Sell |
-7,556
| Closed | -$238K | – | 172 |
|
|
2023
Q2 | $238K | Sell |
7,556
-104
| -1% | -$3.03K | 0.04% | 154 |
|
|
2023
Q1 | $223K | Sell |
7,660
-8,017
| -51% | -$243K | 0.04% | 155 |
|
|
2022
Q4 | $446K | Sell |
15,677
-1,730
| -10% | -$52.2K | 0.09% | 116 |
|
|
2022
Q3 | $504K | Sell |
17,407
-2,952
| -14% | -$97.5K | 0.11% | 105 |
|
|
2022
Q2 | $615K | Sell |
20,359
-949
| -4% | -$32K | 0.12% | 102 |
|
|
2022
Q1 | $786K | Sell |
21,308
-828
| -4% | -$30.4K | 0.13% | 105 |
|
|
2021
Q4 | $927K | Sell |
22,136
-626
| -3% | -$26.7K | 0.14% | 105 |
|
|
2021
Q3 | $938K | Buy |
22,762
+7,151
| +46% | +$299K | 0.16% | 106 |
|
|
2021
Q2 | $647K | Buy |
15,611
+970
| +7% | +$37.7K | 0.11% | 115 |
|
|
2021
Q1 | $561K | Sell |
14,641
-1,132
| -7% | -$44.1K | 0.11% | 119 |
|
|
2020
Q4 | $560K | Sell |
15,773
-1,468
| -9% | -$48.5K | 0.12% | 110 |
|
|
2020
Q3 | $530K | Buy |
17,241
+55
| +0.3% | +$1.66K | 0.12% | 102 |
|
|
2020
Q2 | $490K | Sell |
17,186
-5,435
| -24% | -$142K | 0.12% | 96 |
|
|
2020
Q1 | $507K | Sell |
22,621
-10,400
| -31% | -$281K | 0.15% | 89 |
|
|
2019
Q4 | $939K | Buy |
+33,021
| New | +$896K | 0.23% | 76 |
|
|
2019
Q3 | – | Sell |
-36,377
| Closed | -$958K | – | 148 |
|
|
2019
Q2 | $958K | Sell |
36,377
-6,686
| -16% | -$175K | 0.27% | 70 |
|
|
2019
Q1 | $1.11M | Sell |
43,063
-15,268
| -26% | -$379K | 0.32% | 63 |
|
|
2018
Q4 | $1.27M | Sell |
58,331
-4,650
| -7% | -$121K | 0.41% | 54 |
|
|
2018
Q3 | $1.71M | Buy |
+62,981
| New | +$1.84M | 0.56% | 41 |
|
Other funds holding AIEQ
HCR Wealth Advisors's AIEQ Position: Q2 2026 in Review
HCR Wealth Advisors reduced its Amplify AI Powered Equity ETF (AIEQ) stake by 14% in Q2 2026, selling an estimated $37.7K and leaving 4,645 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #236.
HCR Wealth Advisors first reported a position in AIEQ in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.71M in Q3 2018. 4 funds tracked by Wall St. Rank hold AIEQ as of Q2 2026.
- HCR Wealth Advisors held 4,645 shares of Amplify AI Powered Equity ETF worth $230K as of Q2 2026.
- HCR Wealth Advisors sold 785 Amplify AI Powered Equity ETF shares in Q2 2026, an estimated $37.7K.
- Amplify AI Powered Equity ETF made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #236 holding.
- HCR Wealth Advisors first reported a position in Amplify AI Powered Equity ETF in Q3 2018 and has held it in 30 quarters since.
- HCR Wealth Advisors's Amplify AI Powered Equity ETF position peaked at $1.71M in Q3 2018.
- 4 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.