Marks Group Wealth Management, Inc ETHO AMPLIFY ETF TR

Ownership history in Marks Group Wealth Management, Inc  ·  10 quarters on record

AI Ownership Summary

Marks Group Wealth Management, Inc reported AMPLIFY ETF TR (ETHO) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows ETHO at 0.06% 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 Marks Group Wealth Management, Inc'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

ETHO was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

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 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 Marks Group Wealth Management, Inc 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 8,090 0% 0.06% $652K 2026-07-28 $79.31
2026 Q1 UNCHANGED 8,090 0% 0.05% $535K 2026-05-05 $73.99
2025 Q4 UNCHANGED 8,090 0% 0.05% $528K 2026-02-11 $70.04
2025 Q3 UNCHANGED 8,090 0% 0.05% $515K 2025-11-10 $64.22
2025 Q2 UNCHANGED 8,090 0% 0.04% $470K 2025-07-22 $59.46
2025 Q1 UNCHANGED 8,090 0% 0.04% $445K 2025-05-01 $53.28
2024 Q4 UNCHANGED 8,090 0% 0.05% $483K 2025-01-29 $61.38
2024 Q3 UNCHANGED 8,090 0% 0.05% $485K 2024-10-30 $58.96
2024 Q2 UNCHANGED 8,090 0% 0.05% $457K 2024-08-14 $55.56
2024 Q1 INITIATED 8,090 0.05% $473K 2024-04-29 $54.65

FAQ About Marks Group Wealth Management, Inc and ETHO

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

How long has Marks Group Wealth Management, Inc reported owning ETHO?

Marks Group Wealth Management, Inc reported ETHO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ETHO position in Marks Group Wealth Management, Inc's portfolio?

The largest reported portfolio weight for ETHO was 0.06% in 2026 Q2.

What is the latest reported ETHO position on this page?

The most recent filing on this page is 2026 Q2, when Marks Group Wealth Management, Inc reported 8,090 shares, equal to 0.06% of portfolio, with an estimated market value of $652K.

What does the chart on this ETHO ownership page compare?

The chart compares Marks Group Wealth Management, Inc'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.

← Back to Marks Group Wealth Management, Inc Holdings