Tradition Wealth Management’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-182	Closed	-$6K	–	412
2023 Q4	$6K	Hold	182	–	–	﹤0.01%	1096
2023 Q3	$5K	Hold	182	–	–	﹤0.01%	1160
2023 Q2	$6K	Buy	182 +1	+0.6%	+$29	﹤0.01%	1143
2023 Q1	$5K	Buy	181 +1	+0.6%	+$30	﹤0.01%	1134
2022 Q4	$5K	Hold	180	–	–	﹤0.01%	1027
2022 Q3	$5K	Hold	180	–	–	﹤0.01%	1058
2022 Q2	$5K	Hold	180	–	–	﹤0.01%	939
2022 Q1	$7K	Hold	180	–	–	﹤0.01%	960
2021 Q4	$8K	Buy	180 +4	+2%	+$171	﹤0.01%	948
2021 Q3	$7K	Hold	176	–	–	﹤0.01%	968
2021 Q2	$7K	Buy	+176	New	+$6.83K	﹤0.01%	1002
2021 Q1	–	Sell	-176	Closed	-$6K	–	799
2020 Q4	$6K	Buy	+176	New	+$5.82K	﹤0.01%	819

Other funds holding AIEQ

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

FTUS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Tradition Wealth Management's AIEQ Position: Q1 2024 in Review

Tradition Wealth Management sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2024, closing a stake of 182 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in AIEQ in Q4 2020 and held it in 12 quarters. The position peaked at $8K in Q4 2021. 20 funds tracked by Wall St. Rank hold AIEQ as of Q1 2024.

Tradition Wealth Management reported no remaining Amplify AI Powered Equity ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 182 Amplify AI Powered Equity ETF shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in Amplify AI Powered Equity ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Amplify AI Powered Equity ETF position peaked at $8K in Q4 2021.
20 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.