OSAIC HOLDINGS, INC. AIVC β€” AMPLIFY ETF TR

Ownership history in OSAIC HOLDINGS, INC.  Β·  8 quarters on record

AI Ownership Summary

OSAIC HOLDINGS, INC. reported AMPLIFY ETF TR (AIVC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. The latest visible filing shows AIVC 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 AIVC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OSAIC HOLDINGS, 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
2025 Q4

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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 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 OSAIC HOLDINGS, INC. held AIVC β€” position size vs. price
% of Fund (quarterly)    AIVC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 1,907 β€” 0% 0.00% $129K 2026-02-14 (Est.) $71.99
2025 Q3 ADDED β€” β€” β€” 1,907 +1,399 +275.4% 0.00% $120K 2025-11-14 $67.08
2025 Q2 UNCHANGED β€” β€” β€” 508 β€” 0% 0.00% $25K 2025-08-13 $56.64
2025 Q1 REDUCED 66.7% +24.6% ❌ 508 -1,018 -66.7% 0.00% $22K 2025-05-12 $47.28
2024 Q4 REDUCED 21.6% -11.7% βœ… 1,526 -421 -21.6% 0.00% $74K 2025-02-07 $51.08
2024 Q3 ADDED β€” β€” β€” 1,947 +421 +27.6% 0.00% $93K 2024-11-13 $49.23
2024 Q2 ADDED β€” β€” β€” 1,526 +437 +40.1% 0.00% $69K 2024-08-13 $44.54
2024 Q1 INITIATED β€” β€” β€” 1,089 β€” β€” 0.00% $51K 2024-05-10 $44.70

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As of 2026 Q1 β€” sorted by position size

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FAQ About OSAIC HOLDINGS, INC. and AIVC

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

How long has OSAIC HOLDINGS, INC. reported owning AIVC?

OSAIC HOLDINGS, INC. reported AIVC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AIVC position in OSAIC HOLDINGS, INC.'s portfolio?

The largest reported portfolio weight for AIVC was 0.00% in 2024 Q3.

What is the latest reported AIVC position on this page?

The most recent filing on this page is 2025 Q4, when OSAIC HOLDINGS, INC. reported 1,907 shares, equal to 0.00% of portfolio, with an estimated market value of $129K.

What does the chart on this AIVC ownership page compare?

The chart compares OSAIC HOLDINGS, INC.'s quarterly AIVC 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.

How well did OSAIC HOLDINGS, INC. time their AIVC position?

Based on 13F filing dates vs. subsequent AIVC price moves, OSAIC HOLDINGS, INC. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on AIVC relative to SPY over the holding period was +12.4%.

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