AIVC β€” AMPLIFY BLOOMBERG AI VL CHN ETF

Ownership history in Claris Financial LLC  Β·  1 quarter on record

AI Ownership Summary

Claris Financial LLC reported AMPLIFY BLOOMBERG AI VL CHN ETF (AIVC) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows AIVC at 0.26% 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 AIVC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Claris Financial LLC's position in AMPLIFY BLOOMBERG AI VL CHN ETF, 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
2025 Q4

AIVC was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 Claris Financial LLC held AIVC β€” position size vs. price
% of Fund (quarterly)    AIVC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 7,271 β€” β€” 0.26% $493K 2026-02-19 $72.33

FAQ About Claris Financial LLC and AIVC

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

How long has Claris Financial LLC reported owning AIVC?

Claris Financial LLC reported AIVC across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported AIVC position in Claris Financial LLC's portfolio?

The largest reported portfolio weight for AIVC was 0.26% in 2025 Q4.

What is the latest reported AIVC position on this page?

The most recent filing on this page is 2025 Q4, when Claris Financial LLC reported 7,271 shares, equal to 0.26% of portfolio, with an estimated market value of $493K.

What does the chart on this AIVC ownership page compare?

The chart compares Claris Financial LLC's quarterly AIVC 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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