LPL Financial
AIVC

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

LPL Financial’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
2026
Q2 		$7.57M Buy
65,582
+48,742
+289% +$4.83M ﹤0.01% 2408
2026
Q1 		$1.16M Buy
16,840
+791
+5% +$56.3K ﹤0.01% 4052
2025
Q4 		$1.09M Buy
16,049
+3,950
+33% +$267K ﹤0.01% 3989
2025
Q3 		$768K Buy
12,099
+431
+4% +$24.7K ﹤0.01% 4260
2025
Q2 		$623K Sell
11,668
-5,165
-31% -$237K ﹤0.01% 4190
2025
Q1 		$721K Buy
16,833
+485
+3% +$23.8K ﹤0.01% 3822
2024
Q4 		$793K Sell
16,348
-402
-2% -$19.9K ﹤0.01% 3694
2024
Q3 		$804K Sell
16,750
-1,964
-10% -$90.2K ﹤0.01% 3587
2024
Q2 		$850K Sell
18,714
-1,042
-5% -$46.8K ﹤0.01% 3406
2024
Q1 		$925K Sell
19,756
-7,432
-27% -$325K ﹤0.01% 3250
2023
Q4 		$1.12M Sell
27,188
-1,897
-7% -$69.9K ﹤0.01% 2948
2023
Q3 		$1.02M Sell
29,085
-234
-0.8% -$8.44K ﹤0.01% 2872
2023
Q2 		$1.04M Sell
29,319
-6,645
-18% -$219K ﹤0.01% 2801
2023
Q1 		$1.17M Sell
35,964
-4,130
-10% -$130K ﹤0.01% 2632
2022
Q4 		$1.18M Sell
40,094
-3,718
-8% -$107K ﹤0.01% 2509
2022
Q3 		$1.25M Buy
43,812
+1,353
+3% +$43.6K ﹤0.01% 2360
2022
Q2 		$1.33M Sell
42,459
-4,734
-10% -$162K ﹤0.01% 2337
2022
Q1 		$1.91M Sell
47,193
-423
-0.9% -$17.3K ﹤0.01% 2092
2021
Q4 		$2.3M Buy
47,616
+1,110
+2% +$57.3K ﹤0.01% 1982
2021
Q3 		$2.39M Buy
46,506
+6,464
+16% +$338K ﹤0.01% 1913
2021
Q2 		$2.08M Buy
40,042
+2,488
+7% +$122K ﹤0.01% 1945
2021
Q1 		$1.81M Buy
37,554
+4,185
+13% +$221K ﹤0.01% 1918
2020
Q4 		$1.74M Buy
33,369
+6,999
+27% +$325K ﹤0.01% 1764
2020
Q3 		$1.11M Sell
26,370
-1,720
-6% -$71.5K ﹤0.01% 1866
2020
Q2 		$1.13M Sell
28,090
-4,218
-13% -$143K ﹤0.01% 1736
2020
Q1 		$875K Buy
32,308
+8,329
+35% +$290K ﹤0.01% 1710
2019
Q4 		$889K Buy
23,979
+3,113
+15% +$113K ﹤0.01% 1928
2019
Q3 		$752K Buy
20,866
+1,074
+5% +$37.5K ﹤0.01% 1936
2019
Q2 		$695K Buy
19,792
+10,510
+113% +$360K ﹤0.01% 1999
2019
Q1 		$311K Buy
9,282
+356
+4% +$11.7K ﹤0.01% 2598
2018
Q4 		$262K Sell
8,926
-4,756
-35% -$159K ﹤0.01% 2574
2018
Q3 		$534K Buy
13,682
+436
+3% +$16K ﹤0.01% 2178
2018
Q2 		$471K Sell
13,246
-876
-6% -$30.9K ﹤0.01% 2243
2018
Q1 		$489K Hold
14,122
– – ﹤0.01% 2167
2017
Q4 		$511K Sell
14,122
-2,740
-16% -$98.3K ﹤0.01% 2058
2017
Q3 		$610K Buy
16,862
+5,520
+49% +$186K ﹤0.01% 1795
2017
Q2 		$356K Sell
11,342
-1,836
-14% -$55.1K ﹤0.01% 2147
2017
Q1 		$369K Sell
13,178
-346
-3% -$9.43K ﹤0.01% 2057
2016
Q4 		$364K Sell
13,524
-3,977
-23% -$105K ﹤0.01% 2016
2016
Q3 		$467K Buy
+17,501
New +$474K ﹤0.01% 1777

Other funds holding AIVC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial's AIVC Position: Q2 2026 in Review

LPL Financial increased its Amplify Bloomberg AI Equal Weight ETF (AIVC) stake by 289% in Q2 2026, buying an estimated $4.83M and bringing the position to 65,582 shares worth $7.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

LPL Financial first reported a position in AIVC in Q3 2016 and has held it in 40 quarters since. 10 funds tracked by Wall St. Rank hold AIVC as of Q2 2026.

  • LPL Financial held 65,582 shares of Amplify Bloomberg AI Equal Weight ETF worth $7.57M as of Q2 2026.
  • LPL Financial bought 48,742 Amplify Bloomberg AI Equal Weight ETF shares in Q2 2026, an estimated $4.83M.
  • Amplify Bloomberg AI Equal Weight ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2408 holding.
  • LPL Financial first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q3 2016 and has held it in 40 quarters since.
  • 10 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.