VFA
AIVC

Valeo Financial Advisors’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-7
Closed – – 1887
2020
Q3 		$0 Buy
+7
New +$291 ﹤0.01% 2189
2020
Q2 		– Sell
-1
Closed – – 2182
2020
Q1 		$0 Buy
+1
New +$35 ﹤0.01% 1942

Other funds holding AIVC

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Valeo Financial Advisors's AIVC Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q4 2020, closing a stake of 7 shares.

Valeo Financial Advisors first reported a position in AIVC in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 20 funds tracked by Wall St. Rank hold AIVC as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 7 Amplify Bloomberg AI Equal Weight ETF shares in Q4 2020.
  • Valeo Financial Advisors first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Amplify Bloomberg AI Equal Weight ETF position peaked at $0 in Q3 2020.
  • 20 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.