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J.W. Cole Advisors’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

J.W. Cole 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
2021
Q4 		– Sell
-30,182
Closed -$1.02M – 834
2021
Q3 		$1.02M Buy
+30,182
New +$1.26M 0.07% 159

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

J.W. Cole Advisors's AIEQ Position: Q4 2021 in Review

J.W. Cole Advisors sold out of Amplify AI Powered Equity ETF (AIEQ) in Q4 2021, closing a stake of 30,182 shares — an estimated $1.02M sold.

J.W. Cole Advisors first reported a position in AIEQ in Q3 2021 and held it in 1 quarter. The position peaked at $1.02M in Q3 2021. 36 funds tracked by Wall St. Rank hold AIEQ as of Q4 2021.

  • J.W. Cole Advisors reported no remaining Amplify AI Powered Equity ETF position as of Q4 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 30,182 Amplify AI Powered Equity ETF shares in Q4 2021, an estimated $1.02M.
  • J.W. Cole Advisors first reported a position in Amplify AI Powered Equity ETF in Q3 2021 and held it in 1 quarter.
  • J.W. Cole Advisors's Amplify AI Powered Equity ETF position peaked at $1.02M in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.