LFG
AIVC

Larson Financial Group’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Larson Financial Group’s Portfolio AIVC Stock Details AIVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26
Closed -$1.25K – 2937
2024
Q3 		$1.25K Buy
+26
New +$1.19K ﹤0.01% 1944

Other funds holding AIVC

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Larson Financial Group's AIVC Position: Q4 2024 in Review

Larson Financial Group sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q4 2024, closing a stake of 26 shares — an estimated $1.25K sold.

Larson Financial Group first reported a position in AIVC in Q3 2024 and held it in 1 quarter. The position peaked at $1.25K in Q3 2024. 13 funds tracked by Wall St. Rank hold AIVC as of Q4 2024.

  • Larson Financial Group reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 26 Amplify Bloomberg AI Equal Weight ETF shares in Q4 2024, an estimated $1.25K.
  • Larson Financial Group first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q3 2024 and held it in 1 quarter.
  • Larson Financial Group's Amplify Bloomberg AI Equal Weight ETF position peaked at $1.25K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.