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Integrated Wealth Concepts’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Integrated Wealth Concepts’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
Q1 		$743K Buy
17,184
+204
+1% +$9.2K 0.01% 1286
2025
Q4 		$767K Sell
16,980
-199
-1% -$8.97K 0.01% 896
2025
Q3 		$771K Buy
17,179
+442
+3% +$19.3K 0.01% 1121
2025
Q2 		$710K Sell
16,737
-82
-0.5% -$3.19K 0.01% 1092
2025
Q1 		$620K Sell
16,819
-87
-0.5% -$3.46K 0.01% 1048
2024
Q4 		$673K Hold
16,906
– – 0.01% 992
2024
Q3 		$635K Buy
16,906
+4
+0% +$146 0.01% 987
2024
Q2 		$614K Sell
16,902
-99
-0.6% -$3.48K 0.01% 968
2024
Q1 		$620K Buy
+17,001
New +$601K 0.01% 951
2023
Q4 		– Sell
-17,558
Closed -$523K – 1593
2023
Q3 		$523K Sell
17,558
-635
-3% -$20K 0.01% 970
2023
Q2 		$573K Sell
18,193
-746
-4% -$21.7K 0.01% 927
2023
Q1 		$552K Buy
18,939
+16
+0.1% +$485 0.01% 824
2022
Q4 		$539K Sell
18,923
-486
-3% -$14.7K 0.01% 642
2022
Q3 		$562K Hold
19,409
– – 0.02% 553
2022
Q2 		$586K Hold
19,409
– – 0.02% 558
2022
Q1 		$716K Sell
19,409
-329
-2% -$12.1K 0.02% 480
2021
Q4 		$826K Buy
19,738
+952
+5% +$40.6K 0.02% 479
2021
Q3 		$774K Buy
18,786
+569
+3% +$23.8K 0.03% 465
2021
Q2 		$755K Buy
18,217
+1,952
+12% +$75.8K 0.03% 430
2021
Q1 		$623K Buy
16,265
+2,612
+19% +$102K 0.03% 421
2020
Q4 		$484K Buy
13,653
+3,252
+31% +$108K 0.02% 422
2020
Q3 		$320K Buy
+10,401
New +$314K 0.02% 441

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Integrated Wealth Concepts's AIEQ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Amplify AI Powered Equity ETF (AIEQ) stake by 1.2% in Q1 2026, buying an estimated $9.2K and bringing the position to 17,184 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #1286.

Integrated Wealth Concepts first reported a position in AIEQ in Q3 2020 and has held it in 22 quarters since. The position peaked at $826K in Q4 2021. 32 funds tracked by Wall St. Rank hold AIEQ as of Q1 2026.

  • Integrated Wealth Concepts held 17,184 shares of Amplify AI Powered Equity ETF worth $743K as of Q1 2026.
  • Integrated Wealth Concepts bought 204 Amplify AI Powered Equity ETF shares in Q1 2026, an estimated $9.2K.
  • Amplify AI Powered Equity ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1286 holding.
  • Integrated Wealth Concepts first reported a position in Amplify AI Powered Equity ETF in Q3 2020 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Amplify AI Powered Equity ETF position peaked at $826K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.