Spire Wealth Management’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Spire Wealth Management’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 Q1	–	Sell	-1,003	Closed	-$68K	–	2430
2025 Q4	$68K	Sell	1,003 -50	-5%	-$3.38K	﹤0.01%	1092
2025 Q3	$66.8K	Buy	1,053 +200	+23%	+$11.5K	﹤0.01%	1138
2025 Q2	$45.5K	Sell	853 -1,290	-60%	-$59.2K	﹤0.01%	1232
2025 Q1	$91.8K	Buy	2,143 +3	+0.1%	+$147	﹤0.01%	1065
2024 Q4	$104K	Buy	+2,140	New	+$106K	﹤0.01%	1019
2024 Q1	–	Sell	-3,755	Closed	-$153K	–	2426
2023 Q4	$153K	Hold	3,755	–	–	0.01%	842
2023 Q3	$132K	Buy	3,755 +3,315	+753%	+$120K	0.01%	846
2023 Q2	$15.7K	Hold	440	–	–	﹤0.01%	1672
2023 Q1	$14.3K	Hold	440	–	–	﹤0.01%	1732
2022 Q4	$13K	Hold	440	–	–	﹤0.01%	1532
2022 Q3	$13K	Hold	440	–	–	﹤0.01%	1499
2022 Q2	$14K	Hold	440	–	–	﹤0.01%	1816
2022 Q1	$18K	Hold	440	–	–	﹤0.01%	1861
2021 Q4	$21K	Hold	440	–	–	﹤0.01%	2106
2021 Q3	$23K	Buy	+440	New	+$23K	﹤0.01%	1809

Other funds holding AIVC

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Spire Wealth Management's AIVC Position: Q1 2026 in Review

Spire Wealth Management sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q1 2026, closing a stake of 1,003 shares — an estimated $68K sold.

Spire Wealth Management first reported a position in AIVC in Q3 2021 and held it in 15 quarters. The position peaked at $153K in Q4 2023. 13 funds tracked by Wall St. Rank hold AIVC as of Q1 2026.

Spire Wealth Management reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 1,003 Amplify Bloomberg AI Equal Weight ETF shares in Q1 2026, an estimated $68K.
Spire Wealth Management first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q3 2021 and held it in 15 quarters.
Spire Wealth Management's Amplify Bloomberg AI Equal Weight ETF position peaked at $153K in Q4 2023.
13 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.