Private Ocean’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Private Ocean’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 Q2	–	Sell	-100	Closed	-$2.91K	–	573
2023 Q1	$2.91K	Hold	100	–	–	﹤0.01%	501
2022 Q4	$2.85K	Hold	100	–	–	﹤0.01%	462
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	476
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	405
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	449
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	472
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	472
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	465
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	500
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	437
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	456
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	435
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	474
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	433
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	503
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	414
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	368
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	321
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	310
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	333
2018 Q1	$2K	Buy	+100	New	+$2.68K	﹤0.01%	368

Other funds holding AIEQ

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

SWA

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

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

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

EWM

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

HWA

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

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

Private Ocean's AIEQ Position: Q2 2023 in Review

Private Ocean sold out of Amplify AI Powered Equity ETF (AIEQ) in Q2 2023, closing a stake of 100 shares — an estimated $2.91K sold.

Private Ocean first reported a position in AIEQ in Q1 2018 and held it in 21 quarters. The position peaked at $4K in Q1 2022. 29 funds tracked by Wall St. Rank hold AIEQ as of Q2 2023.

Private Ocean reported no remaining Amplify AI Powered Equity ETF position as of Q2 2023 after selling out during the quarter.
Private Ocean sold 100 Amplify AI Powered Equity ETF shares in Q2 2023, an estimated $2.91K.
Private Ocean first reported a position in Amplify AI Powered Equity ETF in Q1 2018 and held it in 21 quarters.
Private Ocean's Amplify AI Powered Equity ETF position peaked at $4K in Q1 2022.
29 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q2 2023.

Based on Private Ocean's 13F filing for Q2 2023, filed 21 Jul 2023.