ITEQ β€” AMPLIFY ETF TR

Ownership history in Glassman Wealth Services  Β·  4 quarters on record

AI Ownership Summary

Glassman Wealth Services reported AMPLIFY ETF TR (ITEQ) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows ITEQ at 0.01% 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 ITEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Glassman Wealth Services'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
2025 Q4

ITEQ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

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 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 Glassman Wealth Services held ITEQ β€” position size vs. price
% of Fund (quarterly)    ITEQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,675 β€” 0% 0.01% $97K 2026-02-14 (Est.) $57.10
2025 Q3 REDUCED 1,675 -2,670 -61.4% 0.01% $98K 2025-11-10 $58.31
2025 Q2 UNCHANGED 4,345 β€” 0% 0.04% $246K 2025-08-08 $52.26
2025 Q1 INITIATED 4,345 β€” β€” 0.04% $212K 2025-05-08 $51.50

FAQ About Glassman Wealth Services and ITEQ

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

How long has Glassman Wealth Services reported owning ITEQ?

Glassman Wealth Services reported ITEQ across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported ITEQ position in Glassman Wealth Services's portfolio?

The largest reported portfolio weight for ITEQ was 0.04% in 2025 Q2.

What is the latest reported ITEQ position on this page?

The most recent filing on this page is 2025 Q4, when Glassman Wealth Services reported 1,675 shares, equal to 0.01% of portfolio, with an estimated market value of $97K.

What does the chart on this ITEQ ownership page compare?

The chart compares Glassman Wealth Services's quarterly ITEQ 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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