Root Financial Partners
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Root Financial Partners’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Root Financial Partners’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
2026
Q3 		$30.2K Buy
+263
New +$28.8K ﹤0.01% 1337

Other funds holding AIVC

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Root Financial Partners's AIVC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q3 2026: 263 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings.

8 funds tracked by Wall St. Rank hold AIVC as of Q3 2026.

  • Root Financial Partners held 263 shares of Amplify Bloomberg AI Equal Weight ETF worth $30.2K as of Q3 2026.
  • Amplify Bloomberg AI Equal Weight ETF was a new Root Financial Partners position in Q3 2026.
  • Amplify Bloomberg AI Equal Weight ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1337 holding.
  • 8 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.