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NewEdge Advisors’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

NewEdge 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
2023
Q3 		– Sell
-170
Closed -$5.37K – 3458
2023
Q2 		$5.37K Buy
+170
New +$4.95K ﹤0.01% 2789

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's AIEQ Position: Q3 2023 in Review

NewEdge Advisors sold out of Amplify AI Powered Equity ETF (AIEQ) in Q3 2023, closing a stake of 170 shares — an estimated $5.37K sold.

NewEdge Advisors first reported a position in AIEQ in Q2 2023 and held it in 1 quarter. The position peaked at $5.37K in Q2 2023. 28 funds tracked by Wall St. Rank hold AIEQ as of Q3 2023.

  • NewEdge Advisors reported no remaining Amplify AI Powered Equity ETF position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 170 Amplify AI Powered Equity ETF shares in Q3 2023, an estimated $5.37K.
  • NewEdge Advisors first reported a position in Amplify AI Powered Equity ETF in Q2 2023 and held it in 1 quarter.
  • NewEdge Advisors's Amplify AI Powered Equity ETF position peaked at $5.37K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.