ITEQ — AMPLIFY ETF TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in AMPLIFY ETF TR (ITEQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,451 -1,076 -23.8% 0.00% $202K $58.15
2024 Q1 INITIATED 4,527 — — 0.00% $219K —
% of Fund (quarterly)    ITEQ price (monthly, adj. close)

Other funds also holding ITEQ

As of 2025 Q4 — sorted by position size

Thayer Partners, LLC / MA 0.3% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.2% FLOW TRADERS U.S. LLC 3Y 7Y 0.08% Legacy Wealth Managment, LLC/ID 0.03% CERTUITY, LLC 3Y 0.02% RVW Wealth, LLC 3Y 0.02% Glassman Wealth Services 3Y 7Y 0.01% Glass Jacobson Investment Advisors llc 3Y 0.01% AlTi Global, Inc. 0.01% Activest Wealth Management 3Y 0.0%
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