Next Financial Group’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Next Financial Group’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
2021 Q4	$101K	Hold	2,412	–	–	0.01%	1153
2021 Q3	$99K	Hold	2,412	–	–	0.01%	1107
2021 Q2	$100K	Hold	2,412	–	–	0.01%	1109
2021 Q1	$92K	Buy	2,412 +1	+0%	+$39	0.01%	1063
2020 Q4	$86K	Buy	2,411 +1	+0%	+$33	0.01%	1006
2020 Q3	$74K	Buy	+2,410	New	+$72.8K	0.01%	976
2020 Q2	–	Sell	-2,406	Closed	-$54K	–	623
2020 Q1	$54K	Sell	2,406 -2,495	-51%	-$67.4K	0.01%	965
2019 Q4	$139K	Hold	4,901	–	–	0.01%	832
2019 Q3	$128K	Sell	4,901 -4,000	-45%	-$105K	0.01%	827
2019 Q2	$234K	Buy	8,901 +2,401	+37%	+$62.8K	0.03%	605
2019 Q1	$168K	Sell	6,500 -3,658	-36%	-$90.8K	0.04%	409
2018 Q4	$222K	Buy	10,158 +1,958	+24%	+$51.1K	0.05%	368
2018 Q3	$242K	Sell	8,200 -500	-6%	-$14.6K	0.11%	178
2018 Q2	$244K	Sell	8,700 -1,449	-14%	-$39.6K	0.09%	238
2018 Q1	$264K	Buy	+10,149	New	+$272K	0.06%	329

Other funds holding AIEQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HWA

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's AIEQ Position: Q4 2021 in Review

Next Financial Group held its Amplify AI Powered Equity ETF (AIEQ) position steady in Q4 2021 at 2,412 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #1153.

Next Financial Group first reported a position in AIEQ in Q1 2018 and has held it in 15 quarters since. The position peaked at $264K in Q1 2018. 36 funds tracked by Wall St. Rank hold AIEQ as of Q4 2021.

Next Financial Group held 2,412 shares of Amplify AI Powered Equity ETF worth $101K as of Q4 2021.
Next Financial Group left its Amplify AI Powered Equity ETF share count unchanged in Q4 2021.
Amplify AI Powered Equity ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1153 holding.
Next Financial Group first reported a position in Amplify AI Powered Equity ETF in Q1 2018 and has held it in 15 quarters since.
Next Financial Group's Amplify AI Powered Equity ETF position peaked at $264K in Q1 2018.
36 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.