180 WEALTH ADVISORS, LLC SILJ AMPLIFY ETF TR

Ownership history in 180 WEALTH ADVISORS, LLC  ·  9 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported AMPLIFY ETF TR (SILJ) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.15% in 2026 Q2. The latest visible filing shows SILJ at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SILJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in AMPLIFY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SILJ was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 180 WEALTH ADVISORS, LLC held SILJ — position size vs. price
% of Fund (quarterly)    SILJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 57,162 +14,912 +35.3% 0.15% $1.5M 2026-07-07 $25.33
2026 Q1 REDUCED 42,250 -1,358 -3.1% 0.14% $1.3M 2026-05-01 $29.44
2025 Q4 ADDED 43,608 +4,380 +11.2% 0.14% $1.2M 2026-01-09 $30.56
2025 Q3 ADDED 39,228 +8,445 +27.4% 0.11% $906K 2025-10-16 $26.41
2025 Q2 ADDED 30,783 +6,485 +26.7% 0.06% $456K 2025-07-31 $14.25
2025 Q1 ADDED 24,298 +4,758 +24.4% 0.05% $294K 2025-04-09 $11.12
2024 Q4 ADDED 19,540 +2,850 +17.1% 0.03% $194K 2025-01-14 $10.35
2024 Q3 ADDED 16,690 +640 +4.0% 0.03% $215K 2024-11-01 $12.37
2024 Q2 INITIATED 16,050 0.03% $210K 2024-07-16 $12.23

FAQ About 180 WEALTH ADVISORS, LLC and SILJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning SILJ?

180 WEALTH ADVISORS, LLC reported SILJ across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SILJ position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SILJ was 0.15% in 2026 Q2.

What is the latest reported SILJ position on this page?

The most recent filing on this page is 2026 Q2, when 180 WEALTH ADVISORS, LLC reported 57,162 shares, equal to 0.15% of portfolio, with an estimated market value of $1.5M.

What does the chart on this SILJ ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly SILJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 180 WEALTH ADVISORS, LLC time their SILJ position?

Based on 13F filing dates vs. subsequent SILJ price moves, 180 WEALTH ADVISORS, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on SILJ relative to SPY over the holding period was +439.1%.

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