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

Mascoma 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
2023 Q4	–	Sell	-684	Closed	-$20.4K	–	470
2023 Q3	$20.4K	Hold	684	–	–	0.01%	270
2023 Q2	$22.2K	Hold	684	–	–	0.01%	262
2023 Q1	$18.7K	Hold	684	–	–	0.01%	346
2022 Q4	$19.5K	Hold	684	–	–	0.01%	334
2022 Q3	$20K	Hold	684	–	–	0.01%	322
2022 Q2	$21K	Hold	684	–	–	0.01%	337
2022 Q1	$25K	Hold	684	–	–	0.01%	340
2021 Q4	$29K	Hold	684	–	–	0.01%	278
2021 Q3	$28K	Buy	+684	New	+$28.6K	0.01%	256
2021 Q2	–	Sell	-684	Closed	-$26K	–	112
2021 Q1	$26K	Buy	+684	New	+$26.7K	0.01%	268
2019 Q2	–	Sell	-785	Closed	-$20K	–	379
2019 Q1	$20K	Sell	785 -2,257	-74%	-$56K	0.01%	222
2018 Q4	$66K	Sell	3,042 -1,160	-28%	-$30.3K	0.05%	128
2018 Q3	$124K	Sell	4,202 -2,350	-36%	-$68.5K	0.08%	105
2018 Q2	$183K	Buy	6,552 +2,525	+63%	+$69K	0.13%	74
2018 Q1	$105K	Buy	+4,027	New	+$108K	0.07%	111

Other funds holding AIEQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mascoma Wealth Management's AIEQ Position: Q4 2023 in Review

Mascoma Wealth Management sold out of Amplify AI Powered Equity ETF (AIEQ) in Q4 2023, closing a stake of 684 shares — an estimated $20.4K sold.

Mascoma Wealth Management first reported a position in AIEQ in Q1 2018 and held it in 15 quarters. The position peaked at $183K in Q2 2018. 25 funds tracked by Wall St. Rank hold AIEQ as of Q4 2023.

Mascoma Wealth Management reported no remaining Amplify AI Powered Equity ETF position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 684 Amplify AI Powered Equity ETF shares in Q4 2023, an estimated $20.4K.
Mascoma Wealth Management first reported a position in Amplify AI Powered Equity ETF in Q1 2018 and held it in 15 quarters.
Mascoma Wealth Management's Amplify AI Powered Equity ETF position peaked at $183K in Q2 2018.
25 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.