AMPLIFY ETF TR TRNSFORMATIONAL
Reported by WEALTH ENHANCEMENT ADVISORY SERVICES LLC
Reported 55,027 shares, up 15,036 (37.6%) from the prior quarter.
Reported value 58.4%; share count 37.6% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2023-09-30 | 548324 |
| 2023-12-31 | 857162 |
| 2024-03-31 | 1016197 |
| 2024-06-30 | 936333 |
| 2024-09-30 | 1500449 |
| 2024-12-31 | 2376638 |
| 2025-03-31 | 1379159 |
| 2025-06-30 | 1666835 |
| 2025-09-30 | 2177588 |
| 2025-12-31 | 1895069 |
| 2026-03-31 | 755077 |
| 2026-06-30 | 819176 |
| 2026-09-30 | 1519473 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 25,859 | +12,786 (97.8%) | < 0.01% | $1,519,473 | 2026-10-13 | |
| Q2 2026 | Reduced | 13,073 | -1,947 (-13.0%) | < 0.01% | $819,176 | 2026-07-15 | |
| Q1 2026 | Reduced | 15,020 | -15,418 (-50.7%) | < 0.01% | $755,077 | 2026-04-08 | |
| Q4 2025 | Added | 30,438 | +109 (0.4%) | < 0.01% | $1,895,069 | 2026-01-08 | |
| Q3 2025 | Added | 30,329 | +2,130 (7.6%) | < 0.01% | $2,177,588 | 2025-10-29 | |
| Q2 2025 | Reduced | 28,199 | -9,196 (-24.6%) | < 0.01% | $1,666,835 | 2025-07-10 | |
| Q1 2025 | Reduced | 37,395 | -17,632 (-32.0%) | < 0.01% | $1,379,159 | 2025-04-16 | |
| Q4 2024 | Added | 55,027 | +15,036 (37.6%) | < 0.01% | $2,376,638 | 2025-01-10 | |
| Q3 2024 | Added | 39,991 | +13,593 (51.5%) | < 0.01% | $1,500,449 | 2024-10-24 | |
| Q2 2024 | Reduced | 26,398 | -1,489 (-5.3%) | < 0.01% | $936,333 | 2024-07-16 | |
| Q1 2024 | Reduced | 27,887 | -829 (-2.9%) | < 0.01% | $1,016,197 | 2024-04-15 | |
| Q4 2023 | Added | 28,716 | +1,203 (4.4%) | < 0.01% | $857,162 | 2024-01-30 | |
| Q3 2023 | New | 27,513 | +27,513 (0.0%) | < 0.01% | $548,324 | 2023-11-13 |
Who else reported the position
223 managers reported AMPLIFY ETF TR TRNSFORMATIONAL for Q4 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | Added | 958,239 | +123,823 | < 0.01% | $41,386,361 | 28 qtrs |
| LPL Financial LLC | Added | 752,730 | +111,005 | 0.01% | $32,510,385 | 28 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Reduced | 428,081 | -47,981 | 0.03% | $18,489,000 | 28 qtrs |
| CX Institutional | Reduced | 380,672 | -23,415 | 0.65% | $16,441,267 | 11 qtrs |
| WELLS FARGO & COMPANY MN | Added | 304,554 | +153,537 | < 0.01% | $13,153,690 | 20 qtrs |
| Gradient Investments LLC | Added | 268,998 | +57,854 | 0.24% | $11,618,040 | 10 qtrs |
| MML INVESTORS SERVICES LLC | Reduced | 225,767 | -10,050 | 0.03% | $9,751,000 | 16 qtrs |
| ROYAL BANK OF CANADA | Added | 167,472 | +98,749 | < 0.01% | $7,233,000 | 28 qtrs |
| Cetera Investment Advisers | Added | 158,781 | +38,970 | 0.01% | $6,857,738 | 16 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 134,375 | +32,470 | < 0.01% | $5,803,663 | 16 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2024
- Filed
- January 10, 2025
- Filing type
- 13F-HR
- Position type
- BLOCKCHAIN LDR
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 55,027
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.