Blue Zone Wealth Advisors, LLC SILJ AMPLIFY ETF TR

Ownership history in Blue Zone Wealth Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Blue Zone Wealth Advisors, LLC reported AMPLIFY ETF TR (SILJ) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows SILJ 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 SILJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Zone 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 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 Blue Zone 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 9,966 0% 0.05% $258K 2026-07-14 $25.36
2026 Q1 REDUCED 9,966 -161 -1.6% 0.06% $296K 2026-04-16 $31.87
2025 Q4 UNCHANGED 10,127 0% 0.05% $280K 2026-01-21 $34.93
2025 Q3 UNCHANGED 10,127 0% 0.05% $234K 2025-10-15 $25.60
2025 Q2 UNCHANGED 10,127 0% 0.04% $150K 2025-07-24 $15.36
2025 Q1 INITIATED 10,127 0.03% $123K 2025-04-11 $12.12

FAQ About Blue Zone 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 Blue Zone Wealth Advisors, LLC reported owning SILJ?

Blue Zone Wealth Advisors, LLC reported SILJ across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SILJ position in Blue Zone Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SILJ was 0.06% in 2026 Q1.

What is the latest reported SILJ position on this page?

The most recent filing on this page is 2026 Q2, when Blue Zone Wealth Advisors, LLC reported 9,966 shares, equal to 0.05% of portfolio, with an estimated market value of $258K.

What does the chart on this SILJ ownership page compare?

The chart compares Blue Zone 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.

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