PFG Investments, LLC ETHO — AMPLIFY ETF TR

Ownership history in PFG Investments, LLC  ·  10 quarters on record

AI Ownership Summary

PFG Investments, LLC reported AMPLIFY ETF TR (ETHO) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows ETHO at 0.09% 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 PFG Investments, 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
2026 Q2

ETHO was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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 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.

ETHO stock page PFG Investments, LLC fund profile PFG Investments, LLC full holdings
How PFG Investments, LLC 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 ADDED — — — 28,989 +16,680 +135.5% 0.09% $2.3M 2026-07-23 $78.19
2026 Q1 ADDED — — — 12,309 +1,099 +9.8% 0.04% $813K 2026-04-27 $73.19
2025 Q4 REDUCED — — — 11,210 -507 -4.3% 0.03% $732K 2026-01-26 $68.62
2025 Q3 REDUCED — — — 11,717 -361 -3.0% 0.04% $746K 2025-10-31 $64.12
2025 Q2 REDUCED 45.0% +9.3% ❌ 12,078 -9,888 -45.0% 0.04% $702K 2025-07-18 $58.95
2025 Q1 REDUCED 49.2% +5.7% ❌ 21,966 -21,303 -49.2% 0.08% $1.2M 2025-04-22 $50.41
2024 Q4 REDUCED — — — 43,269 -599 -1.4% 0.16% $2.6M 2025-01-22 $61.46
2024 Q3 ADDED — — — 43,868 +3,791 +9.5% 0.17% $2.6M 2024-10-24 $58.43
2024 Q2 ADDED — — — 40,077 +276 +0.7% 0.16% $2.3M 2024-08-07 $54.00
2024 Q1 INITIATED — — — 39,801 — — 0.14% $2.3M 2024-04-22 $53.39

🏢 Other funds also holding ETHO

As of 2026 Q2 — sorted by position size

Stonehearth Capital Management, LLC 3Y 7Y 0.61% GGM Financial LLC 0.08% Lewis Asset Management, LLC 0.08% First Pacific Financial 3Y 0.07% FSM Wealth Advisors, LLC 3Y 0.06% Enclave Advisors LLC 0.06% Allegheny Financial Group 3Y 0.05% Mason & Associates Inc 3Y 0.03% Envestnet Portfolio Solutions, Inc. 0.02% TFC Financial Management, Inc. 3Y 0.01%

FAQ About PFG Investments, LLC and ETHO

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

How long has PFG Investments, LLC reported owning ETHO?

PFG Investments, LLC reported ETHO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ETHO position in PFG Investments, LLC's portfolio?

The largest reported portfolio weight for ETHO was 0.17% in 2024 Q3.

What is the latest reported ETHO position on this page?

The most recent filing on this page is 2026 Q2, when PFG Investments, LLC reported 28,989 shares, equal to 0.09% of portfolio, with an estimated market value of $2.3M.

What does the chart on this ETHO ownership page compare?

The chart compares PFG Investments, LLC'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.

How well did PFG Investments, LLC time their ETHO position?

Based on 13F filing dates vs. subsequent ETHO price moves, PFG Investments, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on ETHO relative to SPY over the holding period was -1.6%.

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