Amplius Wealth Advisors, LLC
Position in AAAA — Amplius Aggressive Asset Allocation ETF
CIK 1900584
BLUE BELL, PA
Position in AAAA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$242,510,818
-$2,125,957 QoQ
Shares Held
9,065,825
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
53.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAAA Over Time
Shares Held
Position Value (USD)
All Filings in AAAA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,510,818 | 9,065,825 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $244,636,775 | 8,947,289 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $234,510,398 | 8,794,030 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||