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

Next 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
2019 Q1	–	Sell	-3,947	Closed	-$116K	–	2152
2018 Q4	$116K	Buy	+3,947	New	+$132K	0.02%	551
2017 Q4	–	Sell	-2,700	Closed	-$99K	–	1459
2017 Q3	$99K	Hold	2,700	–	–	0.03%	491
2017 Q2	$85K	Buy	2,700 +400	+17%	+$12K	0.02%	596
2017 Q1	$67K	Sell	2,300 -1,500	-39%	-$40.9K	0.02%	624
2016 Q4	$103K	Hold	3,800	–	–	0.02%	667
2016 Q3	$102K	Buy	+3,800	New	+$103K	0.02%	657

Other funds holding AIVC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Next Financial Group's AIVC Position: Q1 2019 in Review

Next Financial Group sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q1 2019, closing a stake of 3,947 shares — an estimated $116K sold.

Next Financial Group first reported a position in AIVC in Q3 2016 and held it in 6 quarters. The position peaked at $116K in Q4 2018. 23 funds tracked by Wall St. Rank hold AIVC as of Q1 2019.

Next Financial Group reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q1 2019 after selling out during the quarter.
Next Financial Group sold 3,947 Amplify Bloomberg AI Equal Weight ETF shares in Q1 2019, an estimated $116K.
Next Financial Group first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q3 2016 and held it in 6 quarters.
Next Financial Group's Amplify Bloomberg AI Equal Weight ETF position peaked at $116K in Q4 2018.
23 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.