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

Willingdon 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
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	267
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	339
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	376
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	286
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	325
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	313
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	382
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	310
2018 Q1	$1K	Buy	+30	New	+$804	﹤0.01%	326

Other funds holding AIEQ

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

HWA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Willingdon Wealth Management's AIEQ Position: Q1 2020 in Review

Willingdon Wealth Management held its Amplify AI Powered Equity ETF (AIEQ) position steady in Q1 2020 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Willingdon Wealth Management first reported a position in AIEQ in Q1 2018 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold AIEQ as of Q1 2020.

Willingdon Wealth Management held 30 shares of Amplify AI Powered Equity ETF worth $1K as of Q1 2020.
Willingdon Wealth Management left its Amplify AI Powered Equity ETF share count unchanged in Q1 2020.
Amplify AI Powered Equity ETF made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #267 holding.
Willingdon Wealth Management first reported a position in Amplify AI Powered Equity ETF in Q1 2018 and has held it in 9 quarters since.
26 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.