Sowell Financial Services LLC AMZA β€” ETFIS SER TR I

Ownership history in Sowell Financial Services LLC  Β·  5 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported ETFIS SER TR I (AMZA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows AMZA at 0.01% 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 Sowell Financial Services 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
2026 Q1

AMZA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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 2026 Q1

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 Sowell Financial Services LLC held AMZA β€” position size vs. price
% of Fund (quarterly)    AMZA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 6,310 +110 +1.8% 0.01% $291K 2026-04-20 $44.39
2025 Q4 UNCHANGED β€” β€” β€” 6,200 β€” 0% 0.01% $245K 2026-01-21 $40.35
2025 Q3 UNCHANGED β€” β€” β€” 6,200 β€” 0% 0.01% $249K 2025-10-17 $36.71
2025 Q2 UNCHANGED β€” β€” β€” 6,200 β€” 0% 0.01% $269K 2025-07-14 $40.02
2025 Q1 INITIATED β€” β€” β€” 6,200 β€” β€” 0.01% $295K 2025-04-17 $38.90

FAQ About Sowell Financial Services 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 Sowell Financial Services LLC reported owning AMZA?

Sowell Financial Services LLC reported AMZA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported AMZA position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for AMZA was 0.01% in 2025 Q1.

What is the latest reported AMZA position on this page?

The most recent filing on this page is 2026 Q1, when Sowell Financial Services LLC reported 6,310 shares, equal to 0.01% of portfolio, with an estimated market value of $291K.

What does the chart on this AMZA ownership page compare?

The chart compares Sowell Financial Services 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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