SFS
AIEQ icon

Sowell Financial Services’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-88
Closed -$3K – 571
2021
Q1 		$3K Hold
88
– – ﹤0.01% 2707
2020
Q4 		$3K Hold
88
– – ﹤0.01% 2379
2020
Q3 		$3K Hold
88
– – ﹤0.01% 2102
2020
Q2 		$2K Buy
88
+44
+100% +$1.15K ﹤0.01% 2110
2020
Q1 		$1K Hold
44
– – ﹤0.01% 2173
2019
Q4 		$1K Hold
44
– – ﹤0.01% 2283
2019
Q3 		$1K Buy
+44
New +$1.16K ﹤0.01% 2180

Other funds holding AIEQ

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Sowell Financial Services's AIEQ Position: Q2 2021 in Review

Sowell Financial Services sold out of Amplify AI Powered Equity ETF (AIEQ) in Q2 2021, closing a stake of 88 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in AIEQ in Q3 2019 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 31 funds tracked by Wall St. Rank hold AIEQ as of Q2 2021.

  • Sowell Financial Services reported no remaining Amplify AI Powered Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 88 Amplify AI Powered Equity ETF shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Amplify AI Powered Equity ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Amplify AI Powered Equity ETF position peaked at $3K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.