Washington Trust’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Washington Trust’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
2023 Q2	–	Sell	-33	Closed	-$1.07K	–	965
2023 Q1	$1.07K	Hold	33	–	–	﹤0.01%	891
2022 Q4	$975	Sell	33 -102	-76%	-$2.93K	﹤0.01%	906
2022 Q3	$4K	Hold	135	–	–	﹤0.01%	750
2022 Q2	$4K	Hold	135	–	–	﹤0.01%	754
2022 Q1	$5K	Hold	135	–	–	﹤0.01%	749
2021 Q4	$7K	Hold	135	–	–	﹤0.01%	710
2021 Q3	$7K	Hold	135	–	–	﹤0.01%	828
2021 Q2	$7K	Hold	135	–	–	﹤0.01%	836
2021 Q1	$6K	Hold	135	–	–	﹤0.01%	817
2020 Q4	$7K	Buy	+135	New	+$6.27K	﹤0.01%	779

Other funds holding AIVC

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Washington Trust's AIVC Position: Q2 2023 in Review

Washington Trust sold out of Amplify Bloomberg AI Equal Weight ETF (AIVC) in Q2 2023, closing a stake of 33 shares — an estimated $1.07K sold.

Washington Trust first reported a position in AIVC in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 14 funds tracked by Wall St. Rank hold AIVC as of Q2 2023.

Washington Trust reported no remaining Amplify Bloomberg AI Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
Washington Trust sold 33 Amplify Bloomberg AI Equal Weight ETF shares in Q2 2023, an estimated $1.07K.
Washington Trust first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q4 2020 and held it in 10 quarters.
Washington Trust's Amplify Bloomberg AI Equal Weight ETF position peaked at $7K in Q4 2021.
14 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q2 2023.

Based on Washington Trust's 13F filing for Q2 2023, filed 27 Jul 2023.