WTFG
AIEQ icon

Wood Tarver Financial Group’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Wood Tarver Financial Group’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
2026
Q1 		– Sell
-4,500
Closed -$203K – 156
2025
Q4 		$203K Hold
4,500
– – 0.06% 151
2025
Q3 		$202K Hold
4,500
– – 0.06% 150
2025
Q2 		$190K Hold
4,500
– – 0.06% 146
2025
Q1 		$166K Hold
4,500
– – 0.05% 147
2024
Q4 		$179K Buy
+4,500
New +$178K 0.06% 139

Other funds holding AIEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
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
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wood Tarver Financial Group's AIEQ Position: Q1 2026 in Review

Wood Tarver Financial Group sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2026, closing a stake of 4,500 shares — an estimated $203K sold.

Wood Tarver Financial Group first reported a position in AIEQ in Q4 2024 and held it in 5 quarters. The position peaked at $203K in Q4 2025. 32 funds tracked by Wall St. Rank hold AIEQ as of Q1 2026.

  • Wood Tarver Financial Group reported no remaining Amplify AI Powered Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Wood Tarver Financial Group sold 4,500 Amplify AI Powered Equity ETF shares in Q1 2026, an estimated $203K.
  • Wood Tarver Financial Group first reported a position in Amplify AI Powered Equity ETF in Q4 2024 and held it in 5 quarters.
  • Wood Tarver Financial Group's Amplify AI Powered Equity ETF position peaked at $203K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.