Advyzon Investment Management, LLC EMTL SSGA ACTIVE TR

Ownership history in Advyzon Investment Management, LLC  ·  7 quarters on record

AI Ownership Summary

Advyzon Investment Management, LLC reported SSGA ACTIVE TR (EMTL) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.2% in 2024 Q4. The latest visible filing shows EMTL at 0.02% 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 EMTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advyzon Investment Management, LLC's position in SSGA ACTIVE 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

EMTL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 Advyzon Investment Management, LLC held EMTL — position size vs. price
% of Fund (quarterly)    EMTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 7,278 -687 -8.6% 0.02% $311K 2026-08-14 $42.56
2026 Q1 REDUCED 7,965 -1,195 -13.0% 0.03% $339K 2026-05-12
2025 Q4 ADDED 9,160 +1,201 +15.1% 0.05% $397K 2026-02-13
2025 Q3 ADDED 7,959 +885 +12.5% 0.06% $349K 2025-11-10
2025 Q2 REDUCED 7,074 -732 -9.4% 0.07% $305K 2025-08-08
2025 Q1 REDUCED 7,806 -4,321 -35.6% 0.12% $336K 2025-05-09
2024 Q4 INITIATED 12,127 0.20% $511K 2025-02-03

FAQ About Advyzon Investment Management, LLC and EMTL

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

How long has Advyzon Investment Management, LLC reported owning EMTL?

Advyzon Investment Management, LLC reported EMTL across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported EMTL position in Advyzon Investment Management, LLC's portfolio?

The largest reported portfolio weight for EMTL was 0.20% in 2024 Q4.

What is the latest reported EMTL position on this page?

The most recent filing on this page is 2026 Q2, when Advyzon Investment Management, LLC reported 7,278 shares, equal to 0.02% of portfolio, with an estimated market value of $311K.

What does the chart on this EMTL ownership page compare?

The chart compares Advyzon Investment Management, LLC's quarterly EMTL 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.

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