AMZA β€” ETFIS SER TR I

Ownership history in Mezzasalma Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Mezzasalma Advisors, LLC reported ETFIS SER TR I (AMZA) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows AMZA at 0.07% 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 AMZA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mezzasalma Advisors, LLC's position in ETFIS SER TR I, 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

AMZA was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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 Mezzasalma Advisors, LLC held AMZA β€” position size vs. price
% of Fund (quarterly)    AMZA 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 7,650 β€” β€” 0.07% $308K 2026-02-14 (Est.) $44.10

🏒 Other funds also holding AMZA

As of 2026 Q1 β€” sorted by position size

Aspect Partners, LLC 0.0%

FAQ About Mezzasalma Advisors, LLC and AMZA

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

How long has Mezzasalma Advisors, LLC reported owning AMZA?

Mezzasalma Advisors, LLC reported AMZA across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported AMZA position in Mezzasalma Advisors, LLC's portfolio?

The largest reported portfolio weight for AMZA was 0.07% in 2025 Q4.

What is the latest reported AMZA position on this page?

The most recent filing on this page is 2025 Q4, when Mezzasalma Advisors, LLC reported 7,650 shares, equal to 0.07% of portfolio, with an estimated market value of $308K.

What does the chart on this AMZA ownership page compare?

The chart compares Mezzasalma Advisors, LLC's quarterly AMZA 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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