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HCR Wealth Advisors’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

HCR Wealth 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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
WS
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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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. 34 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.
  • 34 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.