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AIEQ AMPLIFY ETF TR

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AI POWE EQUI ETF (fund)

32 managers (32 13F filers) reported a position in AIEQ shares at 2024-12-31, 435,083 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
32
13F filers
32
New
6
Added
4
Reduced
5
Sold out
3
Shares held by filers
435,083

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC170,030$6.76M<0.01%-1,39013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…165,360$6.58M0.01%new13F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,902$1.31M<0.01%+7,03113F-HRTimelineGroup
Integrated Wealth Concepts LLC16,906$673K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,294$290K<0.01%-29613F-HRTimeline
WEDBUSH SECURITIES INC6,720$267K0.01%+50013F-HRTimeline
HCR Wealth Advisors6,140$244K0.03%+4813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,953$237K<0.01%+6713F-HR/ATimelineGroup
EPG Wealth Management LLC5,221$208K0.05%new13F-HRTimeline
Creative Planningin group Creative Planning5,028$200K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC4,500$179K0.06%13F-HRTimeline
SOA Wealth Advisors, LLC.2,392$95.1K0.02%new13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,724$68.6K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,345$53.5K<0.01%-30213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA658$26K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc565$22.5K0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD525$20.9K0.01%013F-HRTimeline
FMR LLCin group FMR LLC512$20.4K<0.01%-18113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL409$16.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…250$9.95K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$7.96K<0.01%-213F-HRTimelineGroup
Steward Partners Investment Advisory, L…130$5.17K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.58$2.31K<0.01%013F-HRTimeline
Allworth Financial LP47$1.94K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48$1.91K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.40$1.59K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC34$1.35K<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC31$1.23K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC30$1.2K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.30$1.19K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$58<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.