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Private Wealth Management Group’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Private Wealth Management 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
2024
Q1 		– Sell
-2
Closed -$72 – 1503
2023
Q4 		$72 Buy
+2
New +$62 ﹤0.01% 1508

Other funds holding AIEQ

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Management Group's AIEQ Position: Q1 2024 in Review

Private Wealth Management Group sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2024, closing a stake of 2 shares — an estimated $72 sold.

Private Wealth Management Group first reported a position in AIEQ in Q4 2023 and held it in 1 quarter. The position peaked at $72 in Q4 2023. 20 funds tracked by Wall St. Rank hold AIEQ as of Q1 2024.

  • Private Wealth Management Group reported no remaining Amplify AI Powered Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 2 Amplify AI Powered Equity ETF shares in Q1 2024, an estimated $72.
  • Private Wealth Management Group first reported a position in Amplify AI Powered Equity ETF in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Amplify AI Powered Equity ETF position peaked at $72 in Q4 2023.
  • 20 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.