Allegheny Financial Group ETHO — AMPLIFY ETF TR

Ownership history in Allegheny Financial Group  ·  9 quarters on record

AI Ownership Summary

Allegheny Financial Group reported AMPLIFY ETF TR (ETHO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.3% in 2024 Q4. The latest visible filing shows ETHO at 0.05% 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 ETHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allegheny Financial Group'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 Q1

ETHO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% 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 Q1 to 2026 Q1

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.

ETHO stock page Allegheny Financial Group fund profile Allegheny Financial Group full holdings
How Allegheny Financial Group held ETHO — position size vs. price
% of Fund (quarterly)    ETHO 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 Q1 REDUCED — — — 5,886 -1,157 -16.4% 0.05% $389K 2026-04-16 $71.60
2025 Q4 REDUCED 67.3% +1.2% ❌ 7,043 -14,473 -67.3% 0.07% $460K 2026-02-02 $68.83
2025 Q3 ADDED — — — 21,516 +1,108 +5.4% 0.26% $1.4M 2025-11-06 $63.18
2025 Q2 ADDED — — — 20,408 +636 +3.2% 0.26% $1.2M 2025-08-13 $60.96
2025 Q1 ADDED — — — 19,772 +332 +1.7% 0.28% $1.1M 2025-05-13 $57.35
2024 Q4 ADDED — — — 19,440 +706 +3.8% 0.30% $1.2M 2025-02-14 $60.71
2024 Q3 ADDED — — — 18,734 +2,054 +12.3% 0.28% $1.1M 2024-11-14 $61.18
2024 Q2 ADDED — — — 16,680 +6,367 +61.7% 0.27% $942K 2024-08-01 $57.19
2024 Q1 INITIATED — — — 10,313 — — 0.19% $603K 2024-05-07 $55.41

🏢 Other funds also holding ETHO

As of 2026 Q1 — sorted by position size

NATURAL INVESTMENTS, LLC 3Y 0.74% Stonehearth Capital Management, LLC 3Y 7Y 0.58% Impact Investors, Inc 0.48% Creekside Partners 0.15% Walkner Condon Financial Advisors LLC 3Y 0.12% Financial Insights, Inc. 3Y 7Y 0.08% Wealth Alliance Advisory Group, LLC 3Y 7Y 0.08% First Pacific Financial 3Y 0.07% Meramec Financial Planners, LLC 0.07% FSM Wealth Advisors, LLC 3Y 0.06%

FAQ About Allegheny Financial Group and ETHO

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

How long has Allegheny Financial Group reported owning ETHO?

Allegheny Financial Group reported ETHO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ETHO position in Allegheny Financial Group's portfolio?

The largest reported portfolio weight for ETHO was 0.30% in 2024 Q4.

What is the latest reported ETHO position on this page?

The most recent filing on this page is 2026 Q1, when Allegheny Financial Group reported 5,886 shares, equal to 0.05% of portfolio, with an estimated market value of $389K.

What does the chart on this ETHO ownership page compare?

The chart compares Allegheny Financial Group's quarterly ETHO 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 Allegheny Financial Group time their ETHO position?

Based on 13F filing dates vs. subsequent ETHO price moves, Allegheny Financial Group correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on ETHO relative to SPY over the holding period was -3.7%.

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