PFGIA
AIEQ icon

Patriot Financial Group Insurance Agency’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,191
Closed -$36K – 448
2022
Q2 		$36K Hold
1,191
– – 0.01% 831
2022
Q1 		$44K Hold
1,191
– – 0.01% 814
2021
Q4 		$50K Buy
1,191
+9
+0.8% +$384 0.01% 857
2021
Q3 		$49K Hold
1,182
– – 0.01% 871
2021
Q2 		$49K Sell
1,182
-165
-12% -$6.41K 0.01% 840
2021
Q1 		$52K Hold
1,347
– – 0.01% 754
2020
Q4 		$48K Buy
1,347
+1
+0.1% +$33 0.01% 697
2020
Q3 		$41K Hold
1,346
– – 0.01% 583
2020
Q2 		$38K Buy
1,346
+1
+0.1% +$26 0.01% 576
2020
Q1 		$30K Buy
1,345
+2
+0.1% +$54 0.01% 562
2019
Q4 		$38K Hold
1,343
– – 0.01% 525
2019
Q3 		$35K Sell
1,343
-198
-13% -$5.21K 0.02% 503
2019
Q2 		$41K Buy
1,541
+164
+12% +$4.29K 0.02% 466
2019
Q1 		$36K Buy
1,377
+26
+2% +$646 0.02% 428
2018
Q4 		$29K Sell
1,351
-150
-10% -$3.92K 0.02% 407
2018
Q3 		$44K Buy
1,501
+1
+0.1% +$29 0.03% 316
2018
Q2 		$42K Buy
1,500
+100
+7% +$2.73K 0.04% 196
2018
Q1 		$36K Hold
1,400
– – 0.03% 364
2017
Q4 		$36K Buy
+1,400
New +$35.3K 0.03% 345

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 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
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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
CBT
CoreFirst Bank & Trust Topeka, Kansas $201M AUM 24.67% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AIEQ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Amplify AI Powered Equity ETF (AIEQ) in Q3 2022, closing a stake of 1,191 shares — an estimated $36K sold.

Patriot Financial Group Insurance Agency first reported a position in AIEQ in Q4 2017 and held it in 19 quarters. The position peaked at $52K in Q1 2021. 30 funds tracked by Wall St. Rank hold AIEQ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Amplify AI Powered Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,191 Amplify AI Powered Equity ETF shares in Q3 2022, an estimated $36K.
  • Patriot Financial Group Insurance Agency first reported a position in Amplify AI Powered Equity ETF in Q4 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's Amplify AI Powered Equity ETF position peaked at $52K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.