SWA
SOA Wealth Advisors’s Amplify AI Powered Equity ETF AIEQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.1K | Hold |
2,197
| – | – | 0.02% | 286 |
|
|
2025
Q1 | $81K | Sell |
2,197
-195
| -8% | -$7.19K | 0.02% | 280 |
|
|
2024
Q4 | $95.1K | Buy |
+2,392
| New | +$95.1K | 0.02% | 258 |
|
|
2024
Q1 | – | Sell |
-8,659
| Closed | -$308K | – | 909 |
|
|
2023
Q4 | $308K | Sell |
8,659
-1,544
| -15% | -$55K | 0.07% | 136 |
|
|
2023
Q3 | $304K | Sell |
10,203
-11,830
| -54% | -$352K | 0.08% | 131 |
|
|
2023
Q2 | $694K | Sell |
22,033
-199
| -0.9% | -$6.27K | 0.16% | 71 |
|
|
2023
Q1 | $648K | Sell |
22,232
-180
| -0.8% | -$5.24K | 0.16% | 74 |
|
|
2022
Q4 | $638K | Sell |
22,412
-1,050
| -4% | -$29.9K | 0.17% | 71 |
|
|
2022
Q3 | $679K | Sell |
23,462
-618
| -3% | -$17.9K | 0.2% | 67 |
|
|
2022
Q2 | $727K | Sell |
24,080
-2,054
| -8% | -$62K | 0.21% | 68 |
|
|
2022
Q1 | $963K | Sell |
26,134
-561
| -2% | -$20.7K | 0.23% | 69 |
|
|
2021
Q4 | $1.12M | Buy |
26,695
+14,557
| +120% | +$608K | 0.27% | 65 |
|
|
2021
Q3 | $500K | Buy |
12,138
+118
| +1% | +$4.86K | 0.13% | 99 |
|
|
2021
Q2 | $498K | Buy |
12,020
+1,683
| +16% | +$69.7K | 0.13% | 103 |
|
|
2021
Q1 | $395K | Buy |
10,337
+9,140
| +764% | +$349K | 0.11% | 109 |
|
|
2020
Q4 | $49K | Buy |
+1,197
| New | +$49K | 0.01% | 264 |
|