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SOA Wealth Advisors’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

SOA Wealth Advisors’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 		$91.4K Sell
2,115
-66
-3% -$2.98K 0.02% 280
2025
Q4 		$98.4K Buy
2,181
+2
+0.1% +$90 0.02% 286
2025
Q3 		$97.8K Sell
2,179
-18
-0.8% -$785 0.02% 296
2025
Q2 		$93.1K Hold
2,197
– – 0.02% 286
2025
Q1 		$81K Sell
2,197
-195
-8% -$7.75K 0.02% 280
2024
Q4 		$95.1K Buy
+2,392
New +$94.6K 0.02% 258
2024
Q1 		– Sell
-8,659
Closed -$308K – 909
2023
Q4 		$308K Sell
8,659
-1,544
-15% -$48.2K 0.07% 136
2023
Q3 		$304K Sell
10,203
-11,830
-54% -$373K 0.08% 131
2023
Q2 		$694K Sell
22,033
-199
-0.9% -$5.8K 0.16% 71
2023
Q1 		$648K Sell
22,232
-180
-0.8% -$5.45K 0.16% 74
2022
Q4 		$638K Sell
22,412
-1,050
-4% -$31.7K 0.17% 71
2022
Q3 		$679K Sell
23,462
-618
-3% -$20.4K 0.2% 67
2022
Q2 		$727K Sell
24,080
-2,054
-8% -$69.2K 0.21% 68
2022
Q1 		$963K Sell
26,134
-561
-2% -$20.6K 0.23% 69
2021
Q4 		$1.11M Buy
26,695
+14,557
+120% +$621K 0.27% 65
2021
Q3 		$500K Buy
12,138
+118
+1% +$4.93K 0.13% 99
2021
Q2 		$498K Buy
12,020
+1,683
+16% +$65.3K 0.13% 103
2021
Q1 		$395K Buy
10,337
+9,140
+764% +$356K 0.11% 109
2020
Q4 		$49K Buy
+1,197
New +$39.6K 0.01% 264

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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

SOA Wealth Advisors's AIEQ Position: Q1 2026 in Review

SOA Wealth Advisors reduced its Amplify AI Powered Equity ETF (AIEQ) stake by 3% in Q1 2026, selling an estimated $2.98K and leaving 2,115 shares worth $91.4K. The position accounts for 0.02% of the portfolio, ranked #280.

SOA Wealth Advisors first reported a position in AIEQ in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2021. 32 funds tracked by Wall St. Rank hold AIEQ as of Q1 2026.

  • SOA Wealth Advisors held 2,115 shares of Amplify AI Powered Equity ETF worth $91.4K as of Q1 2026.
  • SOA Wealth Advisors sold 66 Amplify AI Powered Equity ETF shares in Q1 2026, an estimated $2.98K.
  • Amplify AI Powered Equity ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q1 2026, its #280 holding.
  • SOA Wealth Advisors first reported a position in Amplify AI Powered Equity ETF in Q4 2020 and has held it in 19 quarters since.
  • SOA Wealth Advisors's Amplify AI Powered Equity ETF position peaked at $1.11M in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.