Osaic Holdings
AIEQ icon

Osaic Holdings’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Osaic Holdings’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
2026
Q1 		$226K Sell
5,232
-601
-10% -$27.1K ﹤0.01% 4054
2025
Q4 		$263K Sell
5,833
-88
-1% -$3.97K ﹤0.01% 3926
2025
Q3 		$263K Buy
5,921
+209
+4% +$9.12K ﹤0.01% 3988
2025
Q2 		$242K Buy
5,712
+70
+1% +$2.72K ﹤0.01% 3769
2025
Q1 		$208K Sell
5,642
-311
-5% -$12.4K ﹤0.01% 3595
2024
Q4 		$237K Buy
5,953
+67
+1% +$2.65K ﹤0.01% 3456
2024
Q3 		$221K Sell
5,886
-539
-8% -$19.6K ﹤0.01% 3568
2024
Q2 		$233K Sell
6,425
-894
-12% -$31.4K ﹤0.01% 3418
2024
Q1 		$267K Sell
7,319
-4,166
-36% -$147K ﹤0.01% 3439
2023
Q4 		$409K Sell
11,485
-4,365
-28% -$136K ﹤0.01% 3330
2023
Q3 		$472K Buy
15,850
+2,987
+23% +$94.1K ﹤0.01% 3288
2023
Q2 		$406K Buy
12,863
+11
+0.1% +$320 ﹤0.01% 3324
2023
Q1 		$374K Buy
12,852
+3,559
+38% +$108K ﹤0.01% 3347
2022
Q4 		$266K Buy
9,293
+200
+2% +$6.04K ﹤0.01% 3610
2022
Q3 		$264K Sell
9,093
-703
-7% -$23.2K ﹤0.01% 3493
2022
Q2 		$296K Sell
9,796
-412
-4% -$13.9K ﹤0.01% 3432
2022
Q1 		$2.83M Sell
10,208
-28
-0.3% -$1.03K 0.01% 1648
2021
Q4 		$428K Sell
10,236
-1,325
-11% -$56.5K ﹤0.01% 3215
2021
Q3 		$477K Sell
11,561
-275
-2% -$11.5K ﹤0.01% 3078
2021
Q2 		$490K Buy
11,836
+938
+9% +$36.4K ﹤0.01% 3051
2021
Q1 		$417K Buy
10,898
+86
+0.8% +$3.35K ﹤0.01% 3065
2020
Q4 		$384K Sell
10,812
-851
-7% -$28.1K ﹤0.01% 2886
2020
Q3 		$358K Buy
11,663
+112
+1% +$3.38K ﹤0.01% 2734
2020
Q2 		$327K Sell
11,551
-3,187
-22% -$83.4K ﹤0.01% 2704
2020
Q1 		$330K Buy
+14,738
New +$398K ﹤0.01% 2443

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 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 $530M AUM 19.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Osaic Holdings's AIEQ Position: Q1 2026 in Review

Osaic Holdings reduced its Amplify AI Powered Equity ETF (AIEQ) stake by 10% in Q1 2026, selling an estimated $27.1K and leaving 5,232 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #4054.

Osaic Holdings first reported a position in AIEQ in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.83M in Q1 2022. 32 funds tracked by Wall St. Rank hold AIEQ as of Q1 2026.

  • Osaic Holdings held 5,232 shares of Amplify AI Powered Equity ETF worth $226K as of Q1 2026.
  • Osaic Holdings sold 601 Amplify AI Powered Equity ETF shares in Q1 2026, an estimated $27.1K.
  • Amplify AI Powered Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4054 holding.
  • Osaic Holdings first reported a position in Amplify AI Powered Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Amplify AI Powered Equity ETF position peaked at $2.83M in Q1 2022.
  • 32 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.