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

Western Pacific 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
2023
Q4 		– Sell
-1,000
Closed -$29.8K – 242
2023
Q3 		$29.8K Hold
1,000
– – 0.02% 166
2023
Q2 		$31.5K Hold
1,000
– – 0.02% 168
2023
Q1 		$29.1K Buy
+1,000
New +$30.3K 0.02% 171

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Western Pacific Wealth Management's AIEQ Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Amplify AI Powered Equity ETF (AIEQ) in Q4 2023, closing a stake of 1,000 shares — an estimated $29.8K sold.

Western Pacific Wealth Management first reported a position in AIEQ in Q1 2023 and held it in 3 quarters. The position peaked at $31.5K in Q2 2023. 25 funds tracked by Wall St. Rank hold AIEQ as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Amplify AI Powered Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,000 Amplify AI Powered Equity ETF shares in Q4 2023, an estimated $29.8K.
  • Western Pacific Wealth Management first reported a position in Amplify AI Powered Equity ETF in Q1 2023 and held it in 3 quarters.
  • Western Pacific Wealth Management's Amplify AI Powered Equity ETF position peaked at $31.5K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.