AWAY β€” AMPLIFY ETF TR

Ownership history in N.E.W. Advisory Services LLC  Β·  4 quarters on record

AI Ownership Summary

N.E.W. Advisory Services LLC reported AMPLIFY ETF TR (AWAY) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows AWAY at 0.00% 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 AWAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was N.E.W. Advisory Services LLC'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

AWAY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 N.E.W. Advisory Services LLC held AWAY β€” position size vs. price
% of Fund (quarterly)    AWAY 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 356 β€” 0% 0.00% $7K 2026-02-14 (Est.) $17.22
2025 Q3 UNCHANGED 356 β€” 0% 0.00% $8K 2025-10-27 $22.00
2025 Q2 UNCHANGED 356 β€” 0% 0.00% $8K 2025-08-18 $21.67
2025 Q1 INITIATED 356 β€” β€” 0.00% $7K 2025-05-07 $20.07

FAQ About N.E.W. Advisory Services LLC and AWAY

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

How long has N.E.W. Advisory Services LLC reported owning AWAY?

N.E.W. Advisory Services LLC reported AWAY across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported AWAY position in N.E.W. Advisory Services LLC's portfolio?

The largest reported portfolio weight for AWAY was 0.00% in 2025 Q2.

What is the latest reported AWAY position on this page?

The most recent filing on this page is 2025 Q4, when N.E.W. Advisory Services LLC reported 356 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this AWAY ownership page compare?

The chart compares N.E.W. Advisory Services LLC's quarterly AWAY 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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