KWM
AIEQ icon

Kingsview Wealth Management’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Kingsview Wealth Management’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
2019
Q2 		– Sell
-201,833
Closed -$5.22M – 455
2019
Q1 		$5.22M Buy
201,833
+60,163
+42% +$1.49M 0.79% 21
2018
Q4 		$3.09M Sell
141,670
-20,361
-13% -$532K 0.67% 37
2018
Q3 		$4.79M Buy
+162,031
New +$4.72M 0.97% 16

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kingsview Wealth Management's AIEQ Position: Q2 2019 in Review

Kingsview Wealth Management sold out of Amplify AI Powered Equity ETF (AIEQ) in Q2 2019, closing a stake of 201,833 shares — an estimated $5.22M sold.

Kingsview Wealth Management first reported a position in AIEQ in Q3 2018 and held it in 3 quarters. The position peaked at $5.22M in Q1 2019. 28 funds tracked by Wall St. Rank hold AIEQ as of Q2 2019.

  • Kingsview Wealth Management reported no remaining Amplify AI Powered Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 201,833 Amplify AI Powered Equity ETF shares in Q2 2019, an estimated $5.22M.
  • Kingsview Wealth Management first reported a position in Amplify AI Powered Equity ETF in Q3 2018 and held it in 3 quarters.
  • Kingsview Wealth Management's Amplify AI Powered Equity ETF position peaked at $5.22M in Q1 2019.
  • 28 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q2 2019.

Based on Kingsview Wealth Management's 13F filing for Q2 2019, filed 29 Jan 2020.